+22.2%
NVRI vs VOO
+812.0%
-789.8%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.6% | +2.5% | +2.8% |
| 7D | +6.0% | +0.5% | +5.4% | +5.1% |
| 30D | +5.7% | -0.9% | +6.6% | +7.3% |
| 3M | +17.3% | +3.9% | +13.4% | +10.0% |
| 6M | +32.1% | +14.5% | +17.6% | +5.8% |
| YTD | +30.1% | +13.0% | +17.2% | +6.2% |
| 1Y | +100.5% | +19.4% | +81.1% | +50.0% |
| 3Y | +213.4% | +78.9% | +134.6% | +29.2% |
| 5Y | +30.4% | +82.3% | -51.9% | -48.0% |
| 10Y | +132.7% | +314.2% | -181.5% | -71.9% |
| All | +22.2% | +812.0% | -789.8% | -95.5% |
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