-96.7%
NUTX vs VOO
+79.2%
-175.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.7% | +1.3% |
| 7D | +3.6% | -0.8% | +4.4% | +4.8% |
| 30D | +16.1% | -1.1% | +17.2% | +18.1% |
| 3M | +36.2% | +3.9% | +32.3% | +29.3% |
| 6M | +121.3% | +13.6% | +107.7% | +84.0% |
| YTD | +21.6% | +12.7% | +8.9% | +3.3% |
| 1Y | +117.7% | +17.6% | +100.1% | +75.7% |
| 3Y | +419.4% | +77.3% | +342.1% | +142.6% |
| All | -96.7% | +79.2% | -175.9% | -99.4% |
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