+94.0%
NVS vs VOO
+82.8%
+11.2%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.1% | -0.5% |
| 7D | -14.3% | -0.8% | -13.5% | -14.0% |
| 30D | -10.0% | -1.1% | -8.9% | -9.6% |
| 3M | -10.9% | +3.9% | -14.8% | -12.0% |
| 6M | -12.0% | +13.6% | -25.6% | -15.7% |
| YTD | +2.5% | +12.7% | -10.2% | -1.6% |
| 1Y | +10.7% | +17.6% | -6.9% | +4.8% |
| 3Y | +53.3% | +77.3% | -24.0% | +24.9% |
| All | +94.0% | +82.8% | +11.2% | +51.6% |
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