+16.0%
NVST vs VOO
+79.1%
-63.1%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -2.2% |
| 7D | -1.2% | +3.3% | -4.5% | -5.1% |
| 30D | +8.9% | -2.7% | +11.6% | +12.8% |
| 3M | -14.1% | -1.7% | -12.4% | -12.1% |
| 6M | +1.6% | +3.1% | -1.6% | -2.7% |
| YTD | +13.6% | +11.9% | +1.6% | -1.7% |
| 1Y | +22.6% | +12.1% | +10.5% | +5.9% |
| All | +16.0% | +79.1% | -63.1% | -51.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling