+414.7%
NVS vs VOO
+812.0%
-397.3%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.9% | -0.6% | -13.4% | -13.6% |
| 7D | -14.6% | +0.5% | -15.1% | -14.8% |
| 30D | -11.9% | -0.9% | -11.0% | -11.4% |
| 3M | -6.0% | +3.9% | -9.8% | -8.1% |
| 6M | -11.4% | +14.5% | -25.9% | -18.1% |
| YTD | +2.9% | +13.0% | -10.0% | -4.2% |
| 1Y | +10.2% | +19.4% | -9.2% | -0.7% |
| 3Y | +55.3% | +78.9% | -23.6% | +8.5% |
| 5Y | +89.6% | +82.3% | +7.3% | +28.6% |
| 10Y | +176.1% | +314.2% | -138.2% | +3.3% |
| All | +414.7% | +812.0% | -397.3% | +7.5% |
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