+168.4%
NFG vs VOO
+798.5%
-630.1%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.3% | -1.4% | -0.7% |
| 7D | -6.9% | +0.1% | -7.0% | -7.1% |
| 30D | -5.7% | -3.3% | -2.4% | -3.6% |
| 3M | -7.3% | -2.4% | -4.9% | -5.9% |
| 6M | -5.4% | +2.6% | -8.0% | -7.8% |
| YTD | -5.5% | +11.3% | -16.8% | -13.7% |
| 1Y | -4.1% | +13.4% | -17.5% | -13.7% |
| 3Y | +61.6% | +80.3% | -18.7% | -0.8% |
| 5Y | +45.9% | +72.7% | -26.8% | -8.6% |
| 10Y | +91.2% | +310.0% | -218.9% | -48.1% |
| All | +168.4% | +798.5% | -630.1% | -67.4% |
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