+44.5%
NGEN vs VOO
+194.3%
-149.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | -0.4% | +15.7% | +15.6% |
| 7D | +41.4% | +2.6% | +38.8% | +38.8% |
| 30D | +20.1% | -2.0% | +22.1% | +21.9% |
| 3M | +6.8% | -2.8% | +9.6% | +9.0% |
| 6M | -48.4% | +2.2% | -50.5% | -49.1% |
| YTD | -66.4% | +11.5% | -78.0% | -68.7% |
| 1Y | -23.3% | +13.5% | -36.8% | -29.1% |
| 3Y | +36.2% | +78.1% | -41.9% | -6.2% |
| 5Y | -20.0% | +73.1% | -93.1% | -44.6% |
| All | +44.5% | +194.3% | -149.8% | -31.3% |
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