-58.3%
NAGE vs VOO
+82.8%
-141.1%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -1.3% |
| 7D | -4.1% | -0.8% | -3.3% | -3.0% |
| 30D | -0.7% | -1.1% | +0.4% | +0.9% |
| 3M | -11.4% | +3.9% | -15.3% | -16.5% |
| 6M | -37.8% | +13.6% | -51.5% | -48.9% |
| YTD | -52.2% | +12.7% | -64.9% | -60.2% |
| 1Y | -68.4% | +17.6% | -86.0% | -75.4% |
| 3Y | +98.7% | +77.3% | +21.4% | -15.2% |
| All | -58.3% | +82.8% | -141.1% | -81.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling