-13.3%
NFGC vs VOO
+146.1%
-159.4%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +1.3% | -6.0% | -5.9% |
| 7D | -1.2% | -0.9% | -0.3% | -0.5% |
| 30D | +5.2% | -2.3% | +7.5% | +7.7% |
| 3M | -2.4% | -1.2% | -1.2% | -1.0% |
| 6M | -27.0% | +3.3% | -30.4% | -28.3% |
| YTD | -45.5% | +12.3% | -57.8% | -49.8% |
| 1Y | -20.6% | +12.5% | -33.1% | -26.9% |
| 3Y | -53.6% | +79.2% | -132.8% | -71.4% |
| 5Y | -73.7% | +75.7% | -149.4% | -83.2% |
| All | -13.3% | +146.1% | -159.4% | -62.7% |
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 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