+589.6%
NVO vs VOO
+807.8%
-218.3%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.9% | -1.0% |
| 7D | -4.7% | -0.4% | -4.4% | -4.5% |
| 30D | -5.4% | -1.4% | -4.1% | -4.5% |
| 3M | +7.0% | +3.7% | +3.2% | +4.0% |
| 6M | +17.6% | +13.0% | +4.6% | +7.8% |
| YTD | -8.0% | +12.4% | -20.5% | -15.0% |
| 1Y | -13.8% | +18.6% | -32.4% | -23.0% |
| 3Y | -50.3% | +78.1% | -128.3% | -66.1% |
| 5Y | +0.7% | +82.3% | -81.6% | -33.2% |
| 10Y | +155.6% | +322.5% | -166.9% | -12.0% |
| All | +589.6% | +807.8% | -218.3% | +20.4% |
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