+89.7%
NVEC vs VOO
+80.3%
+9.4%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -0.9% |
| 7D | -1.0% | -2.0% | +1.0% | +1.0% |
| 30D | -16.5% | -1.7% | -14.8% | -15.1% |
| 3M | -6.0% | +4.7% | -10.7% | -10.0% |
| 6M | +46.1% | +12.6% | +33.5% | +31.0% |
| YTD | +70.4% | +11.8% | +58.6% | +54.0% |
| 1Y | +56.3% | +17.5% | +38.8% | +35.1% |
| 3Y | +37.2% | +77.0% | -39.8% | -14.4% |
| 5Y | +89.7% | +82.6% | +7.1% | +14.2% |
| All | +89.7% | +80.3% | +9.4% | +14.2% |
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