+293.4%
NGS vs VOO
+82.3%
+211.0%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.2% | +2.0% |
| 7D | +4.7% | +0.5% | +4.2% | +4.4% |
| 30D | +0.2% | -0.9% | +1.1% | +0.7% |
| 3M | -9.8% | +3.9% | -13.7% | -12.0% |
| 6M | -1.6% | +14.5% | -16.1% | -9.8% |
| YTD | +10.9% | +13.0% | -2.1% | +2.5% |
| 1Y | +44.1% | +19.4% | +24.7% | +28.6% |
| 3Y | +235.2% | +78.9% | +156.3% | +158.9% |
| 5Y | +293.4% | +82.3% | +211.1% | +203.2% |
| All | +293.4% | +82.3% | +211.0% | +203.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling