+97.7%
NGS vs VOO
+795.4%
-697.7%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -0.8% |
| 7D | -9.1% | -0.6% | -8.6% | -8.6% |
| 30D | -13.2% | -3.6% | -9.5% | -9.8% |
| 3M | -21.9% | -2.7% | -19.2% | -19.7% |
| 6M | -25.3% | +2.2% | -27.5% | -27.1% |
| YTD | -13.7% | +10.9% | -24.6% | -22.7% |
| 1Y | -4.0% | +11.3% | -15.4% | -14.4% |
| 3Y | +108.0% | +76.9% | +31.1% | +19.5% |
| 5Y | +137.2% | +73.5% | +63.7% | +32.5% |
| 10Y | +11.3% | +307.7% | -296.4% | -78.6% |
| All | +97.7% | +795.4% | -697.7% | -87.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling