-3.5%
NFG vs VOO
+12.0%
-15.5%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.7% |
| 7D | -5.0% | -0.6% | -4.5% | -5.0% |
| 30D | -5.1% | -3.6% | -1.4% | -5.7% |
| 3M | -8.1% | -2.7% | -5.4% | -8.5% |
| 6M | -4.8% | +2.2% | -7.0% | -3.9% |
| YTD | -4.9% | +10.9% | -15.8% | -2.3% |
| 1Y | -3.5% | +11.3% | -14.8% | -0.6% |
| All | -3.5% | +12.0% | -15.5% | -0.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling