+99.6%
NFG vs VOO
+325.3%
-225.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.5% | -2.1% |
| 7D | -2.8% | -0.8% | -2.0% | -2.4% |
| 30D | -0.9% | -1.1% | +0.2% | -0.3% |
| 3M | +6.2% | +3.9% | +2.3% | +3.6% |
| 6M | -11.2% | +13.6% | -24.9% | -18.4% |
| YTD | +2.5% | +12.7% | -10.2% | -5.4% |
| 1Y | -5.6% | +17.6% | -23.2% | -15.4% |
| 3Y | +72.4% | +77.3% | -4.9% | +16.2% |
| 5Y | +82.4% | +84.1% | -1.7% | +18.4% |
| All | +99.6% | +325.3% | -225.7% | -38.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling