+99.1%
NUVB vs VOO
+20.9%
+78.2%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +1.2% |
| 7D | +2.3% | +0.1% | +2.1% | +2.0% |
| 30D | +6.9% | +0.1% | +6.8% | +6.7% |
| 3M | +31.7% | +2.0% | +29.7% | +27.5% |
| 6M | +43.7% | +13.0% | +30.6% | +16.7% |
| YTD | -24.0% | +13.6% | -37.6% | -39.3% |
| 1Y | +99.1% | +20.1% | +79.0% | +45.8% |
| All | +99.1% | +20.9% | +78.2% | +45.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling