+79.1%
NGEN vs VOO
+199.7%
-120.6%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.7% |
| 7D | +2.2% | +0.1% | +2.1% | +2.1% |
| 30D | +38.7% | +0.1% | +38.6% | +38.6% |
| 3M | +15.9% | +2.0% | +13.9% | +14.4% |
| 6M | -45.4% | +13.0% | -58.5% | -49.7% |
| YTD | -58.4% | +13.6% | -72.0% | -61.7% |
| 1Y | -8.6% | +20.1% | -28.7% | -18.6% |
| 3Y | +54.3% | +77.6% | -23.3% | +6.3% |
| 5Y | +43.0% | +82.4% | -39.4% | -5.1% |
| All | +79.1% | +199.7% | -120.6% | -16.0% |
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