-4.2%
NFGC vs VOO
+147.5%
-151.7%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.6% |
| 7D | +2.9% | +0.5% | +2.3% | +2.4% |
| 30D | +7.2% | -0.9% | +8.1% | +8.3% |
| 3M | +11.9% | +3.9% | +8.0% | +8.6% |
| 6M | -30.1% | +14.5% | -44.6% | -37.0% |
| YTD | -39.7% | +13.0% | -52.7% | -44.9% |
| 1Y | -6.3% | +19.4% | -25.7% | -17.8% |
| 3Y | -57.2% | +78.9% | -136.0% | -73.7% |
| 5Y | -73.9% | +82.3% | -156.2% | -84.1% |
| All | -4.2% | +147.5% | -151.7% | -59.1% |
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 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