+249.2%
NGVC vs VOO
+309.9%
-60.7%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.3% | -2.5% | -2.4% |
| 7D | -0.3% | -2.7% | +2.4% | +1.4% |
| 30D | -4.8% | -5.4% | +0.6% | -1.6% |
| 3M | -11.4% | -4.1% | -7.3% | -9.4% |
| 6M | +6.7% | +0.7% | +5.9% | +5.2% |
| YTD | +16.1% | +8.7% | +7.4% | +8.5% |
| 1Y | -6.6% | +11.0% | -17.6% | -13.9% |
| 3Y | +146.4% | +75.5% | +70.9% | +67.5% |
| 5Y | +162.4% | +68.4% | +94.1% | +80.9% |
| All | +249.2% | +309.9% | -60.7% | +26.3% |
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