-96.0%
NVAX vs VOO
+82.8%
-178.8%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.4% | -0.2% |
| 7D | -7.8% | -0.8% | -7.1% | -6.5% |
| 30D | +18.3% | -1.1% | +19.4% | +20.8% |
| 3M | +4.3% | +3.9% | +0.4% | -2.9% |
| 6M | -12.8% | +13.6% | -26.4% | -30.2% |
| YTD | +40.2% | +12.7% | +27.5% | +14.2% |
| 1Y | +13.8% | +17.6% | -3.8% | -13.9% |
| 3Y | +20.5% | +77.3% | -56.9% | -57.6% |
| All | -96.0% | +82.8% | -178.8% | -98.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling