-0.6%
NGS vs VOO
+11.8%
-12.4%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.2% | +2.1% |
| 7D | +9.1% | +3.3% | +5.8% | +7.2% |
| 30D | -12.7% | -2.7% | -10.0% | -11.5% |
| 3M | -20.4% | -1.7% | -18.7% | -19.6% |
| 6M | -31.0% | +3.1% | -34.1% | -31.3% |
| YTD | -12.6% | +11.9% | -24.5% | -15.2% |
| 1Y | -0.6% | +12.1% | -12.7% | -3.4% |
| All | -0.6% | +11.8% | -12.4% | -3.4% |
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 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