+63.1%
NGG vs VOO
+82.3%
-19.2%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.1% |
| 7D | -1.4% | +0.5% | -1.9% | -1.6% |
| 30D | -3.5% | -0.9% | -2.6% | -3.2% |
| 3M | -2.6% | +3.9% | -6.5% | -4.1% |
| 6M | -10.8% | +14.5% | -25.4% | -15.3% |
| YTD | +3.6% | +13.0% | -9.4% | -1.2% |
| 1Y | +15.4% | +19.4% | -4.0% | +7.7% |
| 3Y | +52.3% | +78.9% | -26.6% | +17.3% |
| 5Y | +63.1% | +82.3% | -19.2% | +18.4% |
| All | +63.1% | +82.3% | -19.2% | +18.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling