-86.3%
NVDD vs VOO
+78.2%
-164.5%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | +2.0% |
| 7D | +5.5% | -0.8% | +6.3% | +3.9% |
| 30D | +1.7% | -1.1% | +2.8% | -0.3% |
| 3M | -8.1% | +3.9% | -12.0% | +0.7% |
| 6M | -18.4% | +13.6% | -32.0% | +9.6% |
| YTD | -19.0% | +12.7% | -31.7% | +7.8% |
| 1Y | -24.0% | +17.6% | -41.5% | +12.1% |
| All | -86.3% | +78.2% | -164.5% | -42.6% |
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