+25.6%
NGVT vs VOO
+309.6%
-284.0%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | +0.1% |
| 7D | +2.7% | +2.6% | +0.1% | -0.6% |
| 30D | -12.0% | -2.0% | -10.0% | -9.1% |
| 3M | -18.1% | -2.8% | -15.3% | -14.5% |
| 6M | -13.4% | +2.2% | -15.6% | -15.5% |
| YTD | +4.3% | +11.5% | -7.2% | -9.2% |
| 1Y | +22.1% | +13.5% | +8.7% | +4.0% |
| 3Y | +64.3% | +78.1% | -13.8% | -19.3% |
| 5Y | -25.8% | +73.1% | -98.9% | -62.3% |
| All | +25.6% | +309.6% | -284.0% | -78.0% |
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