+0.8%
NYM vs VOO
+14.7%
-14.0%
-1.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.3% |
| 7D | -0.5% | +0.1% | -0.6% | -0.5% |
| 30D | -0.7% | +0.1% | -0.8% | -0.7% |
| 3M | -1.1% | +2.0% | -3.1% | -1.2% |
| 6M | -0.8% | +13.0% | -13.8% | -1.4% |
| YTD | +0.3% | +13.6% | -13.2% | -0.3% |
| All | +0.8% | +14.7% | -14.0% | +0.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling