-79.2%
NVAX vs VOO
+810.0%
-889.2%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.4% | +0.1% |
| 7D | -7.8% | -0.8% | -7.1% | -6.7% |
| 30D | +18.3% | -1.1% | +19.4% | +20.3% |
| 3M | +4.3% | +3.9% | +0.4% | -1.4% |
| 6M | -12.8% | +13.6% | -26.4% | -26.8% |
| YTD | +40.2% | +12.7% | +27.5% | +19.5% |
| 1Y | +13.8% | +17.6% | -3.8% | -8.5% |
| 3Y | +20.5% | +77.3% | -56.9% | -44.9% |
| 5Y | -96.1% | +84.1% | -180.2% | -98.2% |
| 10Y | -94.0% | +323.5% | -417.5% | -99.2% |
| All | -79.2% | +810.0% | -889.2% | -99.2% |
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