+73.1%
VOO vs NDAQ
+66.7%
+6.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.3% |
| 7D | +2.6% | +1.3% | +1.3% | +2.1% |
| 30D | -2.0% | +18.0% | -19.9% | -8.3% |
| 3M | -2.8% | +11.5% | -14.3% | -7.1% |
| 6M | +2.2% | +21.1% | -18.9% | -6.1% |
| YTD | +11.5% | +12.8% | -1.3% | +5.1% |
| 1Y | +13.5% | +25.7% | -12.2% | +1.5% |
| 3Y | +78.1% | +116.8% | -38.7% | +21.0% |
| All | +73.1% | +66.7% | +6.4% | +28.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling