-96.8%
NUTX vs VOO
+79.6%
-176.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.8% | -0.5% |
| 7D | +1.8% | +0.5% | +1.2% | +1.0% |
| 30D | +17.6% | -0.9% | +18.6% | +19.5% |
| 3M | +41.8% | +3.9% | +38.0% | +34.8% |
| 6M | +111.2% | +14.5% | +96.6% | +73.8% |
| YTD | +15.8% | +13.0% | +2.9% | -2.0% |
| 1Y | +128.6% | +19.4% | +109.2% | +80.6% |
| 3Y | +377.8% | +78.9% | +299.0% | +120.4% |
| All | -96.8% | +79.6% | -176.4% | -99.5% |
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