-85.3%
NGNE vs VOO
+321.7%
-407.1%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.6% | -4.0% | -4.0% |
| 7D | -4.0% | -2.0% | -2.0% | -1.9% |
| 30D | +0.9% | -1.7% | +2.6% | +2.7% |
| 3M | +29.0% | +4.7% | +24.2% | +22.4% |
| 6M | +56.6% | +12.6% | +44.0% | +38.8% |
| YTD | +75.3% | +11.8% | +63.6% | +56.5% |
| 1Y | +94.2% | +17.5% | +76.7% | +65.5% |
| 3Y | +125.7% | +77.0% | +48.8% | +35.0% |
| 5Y | -76.2% | +82.6% | -158.8% | -86.0% |
| All | -85.3% | +321.7% | -407.1% | -96.2% |
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 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