-70.9%
NFGC vs VOO
+67.9%
-138.8%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.3% | +4.6% | +4.6% |
| 7D | +7.5% | -2.7% | +10.2% | +10.1% |
| 30D | +13.9% | -5.4% | +19.3% | +19.7% |
| 3M | +8.9% | -4.1% | +12.9% | +13.3% |
| 6M | -19.2% | +0.7% | -20.0% | -18.7% |
| YTD | -42.1% | +8.7% | -50.8% | -44.7% |
| 1Y | -10.9% | +11.0% | -21.8% | -16.0% |
| 3Y | -54.0% | +75.5% | -129.5% | -69.2% |
| All | -70.9% | +67.9% | -138.8% | -79.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling