-75.2%
NUS vs VOO
+800.4%
-875.7%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.8% |
| 7D | -1.7% | +2.6% | -4.3% | -4.0% |
| 30D | -21.1% | -2.0% | -19.1% | -19.6% |
| 3M | -15.9% | -2.8% | -13.1% | -13.6% |
| 6M | -34.4% | +2.2% | -36.5% | -35.8% |
| YTD | -56.8% | +11.5% | -68.4% | -61.1% |
| 1Y | -57.3% | +13.5% | -70.8% | -62.1% |
| 3Y | -72.7% | +78.1% | -150.7% | -83.9% |
| 5Y | -89.4% | +73.1% | -162.5% | -93.6% |
| 10Y | -89.4% | +310.7% | -400.1% | -97.4% |
| All | -75.2% | +800.4% | -875.7% | -97.5% |
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 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