+32.2%
NVRI vs VOO
+800.4%
-768.3%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.4% | +4.4% | +4.6% |
| 7D | +5.8% | +2.6% | +3.2% | +1.7% |
| 30D | +29.5% | -2.0% | +31.5% | +32.4% |
| 3M | +25.7% | -2.8% | +28.5% | +30.3% |
| 6M | +29.5% | +2.2% | +27.4% | +23.7% |
| YTD | +40.8% | +11.5% | +29.3% | +16.2% |
| 1Y | +92.0% | +13.5% | +78.5% | +54.3% |
| 3Y | +341.9% | +78.1% | +263.8% | +81.7% |
| 5Y | +67.4% | +73.1% | -5.7% | -27.9% |
| 10Y | +106.0% | +310.7% | -204.8% | -75.2% |
| All | +32.2% | +800.4% | -768.3% | -95.1% |
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