+76.9%
VOO vs NDAQ
+90.0%
-13.1%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.2% |
| 7D | -0.4% | -1.6% | +1.2% | +0.1% |
| 30D | -1.4% | -1.5% | +0.1% | -1.0% |
| 3M | +3.7% | +8.0% | -4.3% | +0.8% |
| 6M | +13.0% | +7.7% | +5.3% | +9.6% |
| YTD | +12.4% | -2.3% | +14.8% | +12.9% |
| 1Y | +18.6% | +0.6% | +18.0% | +17.4% |
| All | +76.9% | +90.0% | -13.1% | +39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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