+16.0%
NVDB vs VOO
+18.3%
-2.3%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -3.5% |
| 7D | -10.3% | -0.8% | -9.6% | -7.5% |
| 30D | -7.2% | -1.1% | -6.1% | -2.7% |
| 3M | +5.8% | +3.9% | +1.9% | -6.2% |
| 6M | +20.3% | +13.6% | +6.7% | -20.4% |
| YTD | +13.6% | +12.7% | +0.9% | -21.4% |
| 1Y | +16.3% | +17.6% | -1.3% | -30.8% |
| All | +16.0% | +18.3% | -2.3% | -33.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling