+199.4%
NFG vs VOO
+817.1%
-617.7%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | 0.0% |
| 7D | +0.4% | +0.1% | +0.3% | +0.3% |
| 30D | +5.6% | +0.1% | +5.5% | +5.5% |
| 3M | +8.5% | +2.0% | +6.5% | +6.6% |
| 6M | -9.8% | +13.0% | -22.8% | -18.2% |
| YTD | +5.4% | +13.6% | -8.2% | -4.9% |
| 1Y | -1.6% | +20.1% | -21.7% | -15.1% |
| 3Y | +70.2% | +77.6% | -7.4% | +6.1% |
| 5Y | +85.4% | +82.4% | +2.9% | +11.4% |
| 10Y | +98.9% | +316.8% | -217.9% | -46.4% |
| All | +199.4% | +817.1% | -617.7% | -64.1% |
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