+46.3%
NGS vs VOO
+18.9%
+27.4%
-21.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.5% | +3.6% | +3.3% |
| 7D | +7.9% | -0.4% | +8.2% | +8.0% |
| 30D | +3.4% | -1.4% | +4.8% | +4.0% |
| 3M | -5.8% | +3.7% | -9.5% | -7.4% |
| 6M | -0.3% | +13.0% | -13.3% | -5.6% |
| YTD | +14.4% | +12.4% | +1.9% | +8.4% |
| 1Y | +46.3% | +18.6% | +27.7% | +36.7% |
| All | +46.3% | +18.9% | +27.4% | +36.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling