-22.1%
NAGE vs VOO
+810.0%
-832.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.7% |
| 7D | -4.1% | -0.8% | -3.3% | -3.5% |
| 30D | -0.7% | -1.1% | +0.4% | +0.2% |
| 3M | -11.4% | +3.9% | -15.3% | -14.1% |
| 6M | -37.8% | +13.6% | -51.5% | -44.0% |
| YTD | -52.2% | +12.7% | -64.9% | -56.6% |
| 1Y | -68.4% | +17.6% | -86.0% | -72.3% |
| 3Y | +98.7% | +77.3% | +21.4% | +29.4% |
| 5Y | -60.3% | +84.1% | -144.4% | -74.2% |
| 10Y | -5.0% | +323.5% | -328.5% | -59.0% |
| All | -22.1% | +810.0% | -832.1% | -76.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling