+34.0%
NGVT vs VOO
+317.9%
-283.9%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.3% | +1.4% | +0.7% |
| 7D | -15.3% | +0.1% | -15.4% | -15.0% |
| 30D | -10.6% | -3.3% | -7.2% | -6.1% |
| 3M | -19.8% | -2.4% | -17.4% | -16.8% |
| 6M | -17.5% | +2.6% | -20.1% | -20.0% |
| YTD | +5.4% | +11.3% | -5.8% | -8.0% |
| 1Y | +28.9% | +13.4% | +15.5% | +9.7% |
| 3Y | +66.8% | +80.3% | -13.5% | -19.4% |
| 5Y | -21.1% | +72.7% | -93.8% | -59.8% |
| 10Y | +34.0% | +310.0% | -276.0% | -76.4% |
| All | +34.0% | +317.9% | -283.9% | -76.4% |
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