+45.9%
NG vs VOO
+315.3%
-269.4%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.5% | +3.0% | +2.8% |
| 7D | -0.9% | -0.4% | -0.5% | -0.6% |
| 30D | +6.0% | -1.4% | +7.4% | +7.0% |
| 3M | +12.8% | +3.7% | +9.1% | +10.6% |
| 6M | -32.4% | +13.0% | -45.5% | -36.7% |
| YTD | -13.1% | +12.4% | -25.5% | -18.0% |
| 1Y | +20.2% | +18.6% | +1.6% | +10.2% |
| 3Y | +105.1% | +78.1% | +27.0% | +53.2% |
| 5Y | +14.2% | +82.3% | -68.0% | -16.5% |
| 10Y | +45.9% | +322.5% | -276.6% | -8.0% |
| All | +45.9% | +315.3% | -269.4% | -8.0% |
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