+33.5%
NVYY vs VOO
+31.8%
+1.7%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.4% |
| 7D | -1.2% | -2.0% | +0.7% | +0.8% |
| 30D | -0.9% | -1.7% | +0.8% | +0.9% |
| 3M | +0.3% | +4.7% | -4.4% | -5.0% |
| 6M | -0.6% | +12.6% | -13.2% | -14.0% |
| YTD | +1.5% | +11.8% | -10.3% | -11.2% |
| 1Y | +6.6% | +17.5% | -11.0% | -11.9% |
| All | +33.5% | +31.8% | +1.7% | -0.2% |
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