+21.1%
NVR vs VOO
+82.3%
-61.3%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.4% |
| 7D | -2.5% | +0.5% | -3.1% | -3.0% |
| 30D | -4.3% | -0.9% | -3.3% | -3.5% |
| 3M | -1.2% | +3.9% | -5.1% | -4.4% |
| 6M | -12.1% | +14.5% | -26.6% | -21.9% |
| YTD | -16.1% | +13.0% | -29.1% | -24.7% |
| 1Y | -28.4% | +19.4% | -47.8% | -39.0% |
| 3Y | -3.0% | +78.9% | -81.9% | -45.3% |
| 5Y | +21.1% | +82.3% | -61.2% | -34.0% |
| All | +21.1% | +82.3% | -61.3% | -34.0% |
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 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