-8.6%
NVST vs VOO
+182.9%
-191.5%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.1% | -2.1% |
| 7D | -6.3% | -0.8% | -5.6% | -5.6% |
| 30D | -11.0% | -1.1% | -9.9% | -10.0% |
| 3M | +4.3% | +3.9% | +0.4% | -0.2% |
| 6M | -4.0% | +13.6% | -17.6% | -16.4% |
| YTD | +17.7% | +12.7% | +5.0% | +3.7% |
| 1Y | +18.2% | +17.6% | +0.7% | -0.4% |
| 3Y | -16.3% | +77.3% | -93.6% | -53.7% |
| 5Y | -40.6% | +84.1% | -124.8% | -68.5% |
| All | -8.6% | +182.9% | -191.5% | -69.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling