+814.4%
VOO vs NDAQ
+2,071.8%
-1,257.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | +0.1% |
| 7D | +3.3% | +1.7% | +1.6% | +2.5% |
| 30D | -2.7% | +16.2% | -18.9% | -9.2% |
| 3M | -1.7% | +14.0% | -15.7% | -7.6% |
| 6M | +3.1% | +22.3% | -19.1% | -6.8% |
| YTD | +11.9% | +13.0% | -1.1% | +4.0% |
| 1Y | +12.1% | +24.0% | -11.9% | -0.3% |
| 3Y | +78.6% | +117.1% | -38.5% | +20.7% |
| 5Y | +73.8% | +67.5% | +6.3% | +30.4% |
| 10Y | +312.3% | +474.3% | -162.0% | +76.1% |
| All | +814.4% | +2,071.8% | -1,257.4% | +113.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling