+27.2%
NVAX vs VOO
+9.9%
+17.3%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.2% | -4.4% | -3.8% | +0.9% |
| 7D | -6.6% | -4.7% | -1.9% | +3.6% |
| 30D | -13.6% | -5.9% | -7.7% | -1.2% |
| 3M | +27.0% | -4.5% | +31.5% | +41.5% |
| 6M | +20.7% | +1.9% | +18.9% | +19.0% |
| YTD | +45.5% | +8.4% | +37.1% | +29.1% |
| 1Y | +27.2% | +9.5% | +17.7% | +11.3% |
| All | +27.2% | +9.9% | +17.3% | +11.3% |
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 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