+122.9%
NUMG vs VOO
+292.3%
-169.4%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.0% |
| 7D | +3.2% | +3.3% | -0.1% | -0.2% |
| 30D | -5.8% | -2.7% | -3.2% | -3.0% |
| 3M | -9.3% | -1.7% | -7.6% | -7.5% |
| 6M | -3.0% | +3.1% | -6.1% | -5.9% |
| YTD | -7.5% | +11.9% | -19.4% | -17.4% |
| 1Y | -8.1% | +12.1% | -20.1% | -18.0% |
| 3Y | +21.1% | +78.6% | -57.5% | -32.3% |
| 5Y | -15.0% | +73.8% | -88.8% | -50.7% |
| All | +122.9% | +292.3% | -169.4% | -28.0% |
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