-2.4%
NVST vs VOO
+185.1%
-187.5%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.7% |
| 7D | +0.6% | +0.1% | +0.4% | +0.5% |
| 30D | -4.7% | +0.1% | -4.8% | -4.8% |
| 3M | +19.3% | +2.0% | +17.3% | +16.3% |
| 6M | -4.0% | +13.0% | -17.1% | -16.0% |
| YTD | +25.7% | +13.6% | +12.1% | +9.8% |
| 1Y | +31.3% | +20.1% | +11.2% | +8.2% |
| 3Y | -15.8% | +77.6% | -93.3% | -53.5% |
| 5Y | -37.1% | +82.4% | -119.5% | -66.3% |
| All | -2.4% | +185.1% | -187.5% | -67.5% |
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