+66.0%
NGEN vs VOO
+194.9%
-128.9%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +1.8% |
| 7D | -6.9% | -2.0% | -4.9% | -5.6% |
| 30D | +24.1% | -1.7% | +25.8% | +25.6% |
| 3M | +24.9% | +4.7% | +20.1% | +20.9% |
| 6M | -46.7% | +12.6% | -59.2% | -50.7% |
| YTD | -61.4% | +11.8% | -73.2% | -64.1% |
| 1Y | -18.2% | +17.5% | -35.7% | -26.0% |
| 3Y | +49.0% | +77.0% | -28.0% | +2.9% |
| 5Y | +30.9% | +82.6% | -51.7% | -13.3% |
| All | +66.0% | +194.9% | -128.9% | -21.2% |
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