+54.2%
NG vs VOO
+78.5%
-24.2%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -1.7% |
| 7D | -12.0% | +2.6% | -14.6% | -15.2% |
| 30D | -9.6% | -2.0% | -7.6% | -6.8% |
| 3M | -27.4% | -2.8% | -24.7% | -24.0% |
| 6M | -37.9% | +2.2% | -40.0% | -38.7% |
| YTD | -39.6% | +11.5% | -51.1% | -46.2% |
| 1Y | -34.9% | +13.5% | -48.4% | -43.1% |
| 3Y | +54.2% | +78.1% | -23.8% | -35.5% |
| All | +54.2% | +78.5% | -24.2% | -35.5% |
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 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