+73.7%
NGG vs VOO
+74.6%
-0.9%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.5% |
| 7D | -2.7% | +3.3% | -6.0% | -3.8% |
| 30D | +6.9% | -2.7% | +9.5% | +7.8% |
| 3M | +3.6% | -1.7% | +5.4% | +4.1% |
| 6M | -1.7% | +3.1% | -4.8% | -3.0% |
| YTD | +10.9% | +11.9% | -1.0% | +6.0% |
| 1Y | +11.5% | +12.1% | -0.5% | +6.5% |
| 3Y | +69.0% | +78.6% | -9.6% | +29.7% |
| 5Y | +73.7% | +73.8% | -0.1% | +27.7% |
| All | +73.7% | +74.6% | -0.9% | +27.7% |
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