+84.8%
NVII vs VOO
+32.1%
+52.7%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +2.0% |
| 7D | +7.3% | +0.1% | +7.2% | +7.1% |
| 30D | +7.0% | +0.1% | +7.0% | +7.1% |
| 3M | +6.4% | +2.0% | +4.3% | +3.0% |
| 6M | +27.4% | +13.0% | +14.4% | +2.5% |
| YTD | +25.6% | +13.6% | +12.0% | +0.3% |
| 1Y | +38.2% | +20.1% | +18.1% | +0.6% |
| All | +84.8% | +32.1% | +52.7% | +13.0% |
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