-20.2%
NFGC vs VOO
+145.3%
-165.5%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.3% | -7.7% | -7.7% |
| 7D | -9.1% | +3.3% | -12.4% | -11.8% |
| 30D | -1.3% | -2.7% | +1.4% | +1.4% |
| 3M | -9.7% | -1.7% | -8.0% | -7.9% |
| 6M | -31.0% | +3.1% | -34.1% | -32.1% |
| YTD | -49.8% | +11.9% | -61.8% | -53.7% |
| 1Y | -30.7% | +12.1% | -42.8% | -35.9% |
| 3Y | -57.3% | +78.6% | -135.9% | -73.6% |
| 5Y | -78.0% | +73.8% | -151.8% | -85.8% |
| All | -20.2% | +145.3% | -165.5% | -65.6% |
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 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