+357.6%
NGL vs VOO
+79.1%
+278.4%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.5% | -0.6% |
| 7D | -4.1% | +0.5% | -4.7% | -4.5% |
| 30D | +4.1% | -0.9% | +5.0% | +4.8% |
| 3M | +10.6% | +3.9% | +6.8% | +7.0% |
| 6M | +52.8% | +14.5% | +38.2% | +36.3% |
| YTD | +75.7% | +13.0% | +62.7% | +58.5% |
| 1Y | +198.8% | +19.4% | +179.4% | +156.5% |
| 3Y | +357.6% | +78.9% | +278.7% | +234.8% |
| All | +357.6% | +79.1% | +278.4% | +234.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling