-39.5%
NGEN vs VOO
+11.8%
-51.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +20.7% | -0.3% | +21.1% | +21.3% |
| 7D | +23.5% | +3.3% | +20.2% | +16.8% |
| 30D | 0.0% | -2.7% | +2.7% | +4.9% |
| 3M | -7.4% | -1.7% | -5.6% | -4.7% |
| 6M | -56.3% | +3.1% | -59.4% | -59.7% |
| YTD | -70.9% | +11.9% | -82.8% | -77.7% |
| 1Y | -39.5% | +12.1% | -51.6% | -52.9% |
| All | -39.5% | +11.8% | -51.3% | -52.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling