+51.0%
NGEN vs VOO
+79.1%
-28.1%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.6% | -5.5% | -5.5% |
| 7D | -5.6% | +0.5% | -6.1% | -6.0% |
| 30D | +28.1% | -0.9% | +29.0% | +29.2% |
| 3M | +20.3% | +3.9% | +16.4% | +16.2% |
| 6M | -45.5% | +14.5% | -60.1% | -51.6% |
| YTD | -60.9% | +13.0% | -73.8% | -64.8% |
| 1Y | -18.0% | +19.4% | -37.4% | -28.5% |
| 3Y | +51.0% | +78.9% | -27.8% | -8.8% |
| All | +51.0% | +79.1% | -28.1% | -8.8% |
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