-70.3%
NUS vs VOO
+817.1%
-887.3%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.4% | +3.4% | +3.3% |
| 7D | -0.2% | +0.1% | -0.3% | -0.3% |
| 30D | -6.1% | +0.1% | -6.2% | -6.1% |
| 3M | -7.9% | +2.0% | -9.9% | -9.9% |
| 6M | -35.0% | +13.0% | -48.1% | -42.1% |
| YTD | -48.2% | +13.6% | -61.8% | -54.1% |
| 1Y | -59.2% | +20.1% | -79.3% | -65.6% |
| 3Y | -77.7% | +77.6% | -155.2% | -86.9% |
| 5Y | -88.5% | +82.4% | -170.9% | -93.4% |
| 10Y | -88.6% | +316.8% | -405.4% | -97.2% |
| All | -70.3% | +817.1% | -887.3% | -97.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling