+55.8%
NVDW vs VOO
+26.5%
+29.3%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -1.5% |
| 7D | -5.4% | -2.0% | -3.4% | -1.1% |
| 30D | +0.3% | -1.7% | +2.0% | +4.4% |
| 3M | +9.2% | +4.7% | +4.5% | -0.8% |
| 6M | +19.2% | +12.6% | +6.7% | -6.8% |
| YTD | +16.5% | +11.8% | +4.8% | -7.0% |
| 1Y | +21.9% | +17.5% | +4.3% | -12.4% |
| All | +55.8% | +26.5% | +29.3% | +6.0% |
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