+1.9%
NG vs VOO
+798.5%
-796.6%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +2.3% | +5.2% | +6.0% |
| 7D | +17.0% | +0.1% | +16.9% | +17.0% |
| 30D | +2.5% | -3.3% | +5.8% | +4.9% |
| 3M | -9.4% | -2.4% | -7.0% | -7.6% |
| 6M | -21.4% | +2.6% | -24.0% | -21.8% |
| YTD | -26.2% | +11.3% | -37.5% | -29.5% |
| 1Y | -16.0% | +13.4% | -29.4% | -20.5% |
| 3Y | +92.7% | +80.3% | +12.4% | +43.8% |
| 5Y | -13.4% | +72.7% | -86.1% | -34.6% |
| 10Y | +40.7% | +310.0% | -269.3% | -29.0% |
| All | +1.9% | +798.5% | -796.6% | -74.7% |
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