+159.5%
NGNE vs VOO
+77.0%
+82.5%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | +0.2% |
| 7D | -1.3% | -0.4% | -0.9% | -0.7% |
| 30D | +3.6% | -1.4% | +5.0% | +6.1% |
| 3M | +31.5% | +3.7% | +27.8% | +22.1% |
| 6M | +60.5% | +13.0% | +47.5% | +28.3% |
| YTD | +83.9% | +12.4% | +71.4% | +47.9% |
| 1Y | +96.8% | +18.6% | +78.2% | +44.5% |
| All | +159.5% | +77.0% | +82.5% | +9.1% |
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