+50.1%
NGVT vs VOO
+75.5%
-25.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.3% | -5.9% | -6.1% |
| 7D | -19.1% | -2.7% | -16.4% | -15.2% |
| 30D | -15.2% | -5.4% | -9.9% | -7.6% |
| 3M | -22.3% | -4.1% | -18.2% | -16.9% |
| 6M | -22.8% | +0.7% | -23.5% | -23.5% |
| YTD | +1.6% | +8.7% | -7.1% | -10.4% |
| 1Y | +30.1% | +11.0% | +19.2% | +11.1% |
| 3Y | +50.1% | +75.5% | -25.4% | -50.3% |
| All | +50.1% | +75.5% | -25.4% | -50.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling