+52.0%
NGS vs VOO
+321.7%
-269.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -2.8% |
| 7D | +3.3% | -2.0% | +5.3% | +5.0% |
| 30D | +0.6% | -1.7% | +2.2% | +1.9% |
| 3M | -11.0% | +4.7% | -15.7% | -14.5% |
| 6M | -3.2% | +12.6% | -15.7% | -12.8% |
| YTD | +10.6% | +11.8% | -1.1% | +0.2% |
| 1Y | +40.7% | +17.5% | +23.1% | +22.0% |
| 3Y | +234.4% | +77.0% | +157.4% | +112.6% |
| 5Y | +276.3% | +82.6% | +193.7% | +125.6% |
| All | +52.0% | +321.7% | -269.7% | -64.5% |
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