+9.8%
NGS vs VOO
+309.6%
-299.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.4% | +2.4% | +2.3% |
| 7D | +7.5% | +2.6% | +5.0% | +5.3% |
| 30D | -5.0% | -2.0% | -3.0% | -3.3% |
| 3M | -18.8% | -2.8% | -16.1% | -16.9% |
| 6M | -28.4% | +2.2% | -30.6% | -29.8% |
| YTD | -10.8% | +11.5% | -22.3% | -18.9% |
| 1Y | +1.8% | +13.5% | -11.7% | -8.8% |
| 3Y | +105.9% | +78.1% | +27.8% | +31.4% |
| 5Y | +155.7% | +73.1% | +82.5% | +63.0% |
| All | +9.8% | +309.6% | -299.9% | -62.7% |
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 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