+93.3%
NGG vs VOO
+315.3%
-222.0%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.8% |
| 7D | -1.0% | -0.4% | -0.6% | -0.8% |
| 30D | -2.8% | -1.4% | -1.4% | -2.1% |
| 3M | -4.7% | +3.7% | -8.4% | -6.5% |
| 6M | -12.3% | +13.0% | -25.3% | -17.6% |
| YTD | +2.5% | +12.4% | -9.9% | -3.5% |
| 1Y | +14.3% | +18.6% | -4.3% | +4.5% |
| 3Y | +50.8% | +78.1% | -27.3% | +8.9% |
| 5Y | +61.6% | +82.3% | -20.7% | +13.2% |
| 10Y | +93.3% | +322.5% | -229.2% | -10.0% |
| All | +93.3% | +315.3% | -222.0% | -10.0% |
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 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