+130.2%
NUMV vs VOO
+294.0%
-163.8%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.3% |
| 7D | -1.0% | -0.4% | -0.7% | -0.7% |
| 30D | -3.1% | -1.4% | -1.7% | -1.9% |
| 3M | +2.3% | +3.7% | -1.5% | -1.3% |
| 6M | +10.5% | +13.0% | -2.6% | -1.8% |
| YTD | +12.9% | +12.4% | +0.5% | +0.9% |
| 1Y | +17.4% | +18.6% | -1.2% | -0.3% |
| 3Y | +58.0% | +78.1% | -20.1% | -9.7% |
| 5Y | +41.9% | +82.3% | -40.4% | -21.0% |
| All | +130.2% | +294.0% | -163.8% | -29.6% |
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