-27.1%
NUG vs VOO
+14.8%
-42.0%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.5% | -3.7% | -2.8% |
| 7D | -5.2% | -0.4% | -4.8% | -4.0% |
| 30D | +13.2% | -1.4% | +14.6% | +18.5% |
| 3M | +48.8% | +3.7% | +45.0% | +33.5% |
| 6M | -10.0% | +13.0% | -23.0% | -40.1% |
| YTD | -34.9% | +12.4% | -47.3% | -55.2% |
| All | -27.1% | +14.8% | -42.0% | -54.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling