-98.7%
NVX vs VOO
+78.8%
-177.4%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.8% | +1.6% | +1.0% |
| 7D | -1.0% | -0.8% | -0.2% | +0.3% |
| 30D | -30.7% | -1.1% | -29.6% | -29.5% |
| 3M | -56.2% | +3.9% | -60.1% | -58.6% |
| 6M | -65.9% | +13.6% | -79.6% | -71.7% |
| YTD | -70.5% | +12.7% | -83.2% | -74.9% |
| 1Y | -76.5% | +17.6% | -94.1% | -81.4% |
| 3Y | -84.6% | +77.3% | -161.9% | -93.4% |
| All | -98.7% | +78.8% | -177.4% | -99.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling