+2,406.4%
NXE vs VOO
+464.1%
+1,942.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.8% | -4.4% | -4.6% |
| 7D | -8.2% | -0.8% | -7.4% | -7.4% |
| 30D | -6.6% | -1.1% | -5.6% | -5.3% |
| 3M | +1.0% | +3.9% | -2.9% | -3.2% |
| 6M | -22.1% | +13.6% | -35.7% | -32.3% |
| YTD | +7.1% | +12.7% | -5.6% | -5.9% |
| 1Y | +25.2% | +17.6% | +7.6% | +5.2% |
| 3Y | +73.4% | +77.3% | -3.9% | -7.6% |
| 5Y | +68.7% | +84.1% | -15.5% | -10.3% |
| 10Y | +489.8% | +323.5% | +166.3% | +70.0% |
| All | +2,406.4% | +464.1% | +1,942.3% | +877.8% |
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