-26.8%
NUG vs VOO
+14.2%
-41.0%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +2.2% |
| 7D | -8.1% | -2.0% | -6.2% | -2.5% |
| 30D | +17.8% | -1.7% | +19.4% | +24.3% |
| 3M | +55.8% | +4.7% | +51.0% | +35.1% |
| 6M | -11.7% | +12.6% | -24.3% | -40.6% |
| YTD | -34.6% | +11.8% | -46.3% | -54.2% |
| All | -26.8% | +14.2% | -41.0% | -53.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling