+40.7%
NG vs VOO
+317.9%
-277.2%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +2.3% | +5.2% | +5.9% |
| 7D | +17.0% | +0.1% | +16.9% | +17.0% |
| 30D | +2.5% | -3.3% | +5.8% | +5.0% |
| 3M | -9.4% | -2.4% | -7.0% | -7.5% |
| 6M | -21.4% | +2.6% | -24.0% | -21.9% |
| YTD | -26.2% | +11.3% | -37.5% | -29.6% |
| 1Y | -16.0% | +13.4% | -29.4% | -20.7% |
| 3Y | +92.7% | +80.3% | +12.4% | +44.0% |
| 5Y | -13.4% | +72.7% | -86.1% | -35.1% |
| 10Y | +40.7% | +310.0% | -269.3% | -7.5% |
| All | +40.7% | +317.9% | -277.2% | -7.5% |
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 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