-37.4%
NUVB vs VOO
+141.7%
-179.2%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.8% | -4.2% | -4.4% |
| 7D | -10.9% | -0.8% | -10.1% | -10.0% |
| 30D | -5.5% | -1.1% | -4.4% | -4.2% |
| 3M | +27.5% | +3.9% | +23.6% | +21.1% |
| 6M | +32.2% | +13.6% | +18.6% | +13.0% |
| YTD | -32.3% | +12.7% | -45.0% | -41.5% |
| 1Y | +81.2% | +17.6% | +63.6% | +49.5% |
| 3Y | +294.2% | +77.3% | +216.8% | +109.9% |
| 5Y | -35.0% | +84.1% | -119.1% | -66.4% |
| All | -37.4% | +141.7% | -179.2% | -68.3% |
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