+148.2%
NGVT vs VOO
+322.9%
-174.7%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -4.4% | -9.2% | -8.0% |
| 7D | -15.5% | -4.7% | -10.8% | -9.6% |
| 30D | -12.5% | -5.9% | -6.6% | -4.9% |
| 3M | -17.4% | -4.5% | -12.9% | -11.9% |
| 6M | -17.4% | +1.9% | -19.2% | -19.0% |
| YTD | +7.7% | +8.4% | -0.7% | -2.7% |
| 1Y | +17.0% | +9.5% | +7.5% | +4.7% |
| 3Y | +48.8% | +75.3% | -26.4% | -24.6% |
| 5Y | -22.5% | +67.9% | -90.3% | -58.6% |
| 10Y | +41.3% | +314.4% | -273.1% | -69.9% |
| All | +148.2% | +322.9% | -174.7% | -47.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling