-83.8%
NGNE vs VOO
+404.8%
-488.7%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.4% | +3.0% | +3.0% |
| 7D | +5.5% | +0.1% | +5.4% | +5.3% |
| 30D | +7.3% | +0.1% | +7.2% | +7.2% |
| 3M | +40.5% | +2.0% | +38.5% | +37.5% |
| 6M | +61.4% | +13.0% | +48.4% | +43.9% |
| YTD | +87.4% | +13.6% | +73.8% | +66.0% |
| 1Y | +96.8% | +20.1% | +76.8% | +66.3% |
| 3Y | +157.0% | +77.6% | +79.4% | +59.2% |
| 5Y | -75.1% | +82.4% | -157.5% | -84.7% |
| 10Y | -84.1% | +316.8% | -400.9% | -93.9% |
| All | -83.8% | +404.8% | -488.7% | -94.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling