-59.1%
NFGC vs VOO
+78.5%
-137.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.4% | -5.0% | -5.0% |
| 7D | -18.0% | +2.6% | -20.6% | -20.1% |
| 30D | 0.0% | -2.0% | +2.0% | +2.3% |
| 3M | -14.5% | -2.8% | -11.8% | -11.7% |
| 6M | -37.3% | +2.2% | -39.5% | -37.8% |
| YTD | -52.5% | +11.5% | -64.0% | -56.1% |
| 1Y | -31.2% | +13.5% | -44.7% | -37.0% |
| 3Y | -59.1% | +78.1% | -137.2% | -77.7% |
| All | -59.1% | +78.5% | -137.6% | -77.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling