+198.7%
NVEC vs VOO
+325.3%
-126.6%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.8% | +2.1% | +2.1% |
| 7D | +0.1% | -0.8% | +0.9% | +0.9% |
| 30D | -17.8% | -1.1% | -16.7% | -16.8% |
| 3M | -11.0% | +3.9% | -14.8% | -14.3% |
| 6M | +46.5% | +13.6% | +32.9% | +29.4% |
| YTD | +75.4% | +12.7% | +62.7% | +56.4% |
| 1Y | +55.9% | +17.6% | +38.3% | +33.4% |
| 3Y | +36.7% | +77.3% | -40.6% | -20.9% |
| 5Y | +95.3% | +84.1% | +11.2% | +7.5% |
| All | +198.7% | +325.3% | -126.6% | -27.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling