+174.8%
NGVT vs VOO
+343.1%
-168.3%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.5% |
| 7D | +1.6% | +0.1% | +1.5% | +1.5% |
| 30D | -8.5% | +0.1% | -8.6% | -8.6% |
| 3M | +6.7% | +2.0% | +4.7% | +3.8% |
| 6M | +0.9% | +13.0% | -12.1% | -13.8% |
| YTD | +19.2% | +13.6% | +5.6% | +1.0% |
| 1Y | +19.8% | +20.1% | -0.3% | -5.3% |
| 3Y | +29.1% | +77.6% | -48.5% | -36.0% |
| 5Y | -10.5% | +82.4% | -92.9% | -57.3% |
| 10Y | +58.7% | +316.8% | -258.1% | -67.5% |
| All | +174.8% | +343.1% | -168.3% | -45.2% |
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