+121.8%
NUMG vs VOO
+288.6%
-166.8%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.5% | -0.5% |
| 7D | -2.2% | -0.6% | -1.6% | -1.6% |
| 30D | -8.3% | -3.6% | -4.6% | -4.5% |
| 3M | -9.2% | -2.7% | -6.5% | -6.4% |
| 6M | -4.3% | +2.2% | -6.5% | -6.3% |
| YTD | -7.9% | +10.9% | -18.8% | -17.0% |
| 1Y | -8.2% | +11.3% | -19.6% | -17.6% |
| 3Y | +20.5% | +76.9% | -56.4% | -32.0% |
| 5Y | -14.0% | +73.5% | -87.5% | -50.0% |
| All | +121.8% | +288.6% | -166.8% | -27.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling