+37.9%
NX vs VOO
+325.3%
-287.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.8% | +1.4% | +1.2% |
| 7D | -5.9% | -0.8% | -5.2% | -5.0% |
| 30D | -1.3% | -1.1% | -0.2% | +0.1% |
| 3M | +28.2% | +3.9% | +24.3% | +23.0% |
| 6M | +23.0% | +13.6% | +9.4% | +7.1% |
| YTD | +41.6% | +12.7% | +28.9% | +24.7% |
| 1Y | +44.8% | +17.6% | +27.2% | +21.4% |
| 3Y | -19.4% | +77.3% | -96.8% | -58.0% |
| 5Y | +8.3% | +84.1% | -75.9% | -46.0% |
| All | +37.9% | +325.3% | -287.4% | -76.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling