+2.2%
NGEN vs VOO
+192.7%
-190.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.3% | -4.3% | -4.4% |
| 7D | +0.8% | -0.6% | +1.3% | +1.2% |
| 30D | -23.1% | -3.6% | -19.5% | -21.0% |
| 3M | -21.8% | -2.7% | -19.0% | -20.1% |
| 6M | -64.5% | +2.2% | -66.8% | -65.0% |
| YTD | -76.2% | +10.9% | -87.1% | -77.8% |
| 1Y | -44.6% | +11.3% | -55.9% | -48.1% |
| 3Y | -2.2% | +76.9% | -79.1% | -32.3% |
| 5Y | -43.9% | +73.5% | -117.4% | -61.2% |
| All | +2.2% | +192.7% | -190.4% | -51.2% |
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 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