+230.2%
NGVC vs VOO
+316.2%
-86.0%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.4% | +2.9% | +2.8% |
| 7D | +1.6% | +0.1% | +1.5% | +1.6% |
| 30D | -12.1% | +0.1% | -12.2% | -12.2% |
| 3M | -3.5% | +2.0% | -5.5% | -5.2% |
| 6M | +6.8% | +13.0% | -6.3% | -2.2% |
| YTD | +13.3% | +13.6% | -0.3% | +3.4% |
| 1Y | -27.3% | +20.1% | -47.4% | -36.0% |
| 3Y | +151.2% | +77.6% | +73.6% | +70.2% |
| 5Y | +178.8% | +82.4% | +96.3% | +83.1% |
| All | +230.2% | +316.2% | -86.0% | +26.2% |
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 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