-38.9%
NXB vs VOO
+12.3%
-51.3%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +2.3% |
| 7D | +4.0% | -2.0% | +6.0% | +7.3% |
| 30D | +8.9% | -1.7% | +10.6% | +11.8% |
| 3M | +6.4% | +4.7% | +1.7% | -2.6% |
| 6M | -11.8% | +12.6% | -24.3% | -30.3% |
| YTD | +11.0% | +11.8% | -0.8% | -12.7% |
| All | -38.9% | +12.3% | -51.3% | -53.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling