-84.9%
NVX vs VOO
+75.9%
-160.8%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.6% | +6.8% | +7.2% |
| 7D | +1.7% | -2.0% | +3.7% | +5.2% |
| 30D | -35.2% | -1.7% | -33.5% | -33.4% |
| 3M | -48.0% | +4.7% | -52.8% | -51.5% |
| 6M | -66.2% | +12.6% | -78.7% | -71.4% |
| YTD | -71.2% | +11.8% | -82.9% | -75.2% |
| 1Y | -77.1% | +17.5% | -94.6% | -81.7% |
| All | -84.9% | +75.9% | -160.8% | -91.6% |
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 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