+63.8%
NX vs VOO
+812.0%
-748.1%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -2.4% |
| 7D | +20.2% | +0.5% | +19.6% | +19.2% |
| 30D | +1.1% | -0.9% | +2.0% | +2.3% |
| 3M | +39.5% | +3.9% | +35.6% | +33.6% |
| 6M | +29.3% | +14.5% | +14.7% | +10.2% |
| YTD | +45.8% | +13.0% | +32.9% | +26.8% |
| 1Y | +39.9% | +19.4% | +20.4% | +13.3% |
| 3Y | -16.2% | +78.9% | -95.1% | -59.2% |
| 5Y | +9.5% | +82.3% | -72.7% | -48.1% |
| 10Y | +41.9% | +314.2% | -272.3% | -78.0% |
| All | +63.8% | +812.0% | -748.1% | -93.9% |
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