-98.8%
NVX vs VOO
+78.3%
-177.1%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.3% | 0.0% |
| 7D | -4.7% | -0.4% | -4.3% | -4.1% |
| 30D | -38.8% | -1.4% | -37.5% | -37.5% |
| 3M | -53.1% | +3.7% | -56.8% | -55.4% |
| 6M | -67.0% | +13.0% | -80.0% | -72.3% |
| YTD | -72.9% | +12.4% | -85.3% | -76.8% |
| 1Y | -78.1% | +18.6% | -96.7% | -82.8% |
| 3Y | -86.9% | +78.1% | -164.9% | -94.4% |
| All | -98.8% | +78.3% | -177.1% | -99.5% |
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