-67.7%
NIOG vs VOO
+14.4%
-82.1%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +1.6% | +5.6% | +3.5% |
| 7D | -0.9% | -0.7% | -0.2% | +1.0% |
| 30D | -8.8% | -1.1% | -7.7% | -5.9% |
| 3M | -55.4% | -0.3% | -55.1% | -54.6% |
| 6M | -74.9% | +7.4% | -82.3% | -78.5% |
| YTD | -69.3% | +13.4% | -82.7% | -79.9% |
| All | -67.7% | +14.4% | -82.1% | -79.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling