+16.3%
NVDB vs VOO
+17.3%
-1.0%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.6% | -4.1% | -2.4% |
| 7D | -8.7% | -2.0% | -6.7% | -1.2% |
| 30D | -1.3% | -1.7% | +0.4% | +6.0% |
| 3M | +10.1% | +4.7% | +5.3% | -5.3% |
| 6M | +22.0% | +12.6% | +9.4% | -16.3% |
| YTD | +13.8% | +11.8% | +2.0% | -18.6% |
| 1Y | +16.3% | +17.5% | -1.3% | -31.4% |
| All | +16.3% | +17.3% | -1.0% | -31.4% |
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