-58.0%
NIOG vs VOO
+13.5%
-71.5%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.5% | -4.8% | -4.2% |
| 7D | -9.2% | -0.4% | -8.9% | -8.5% |
| 30D | -42.5% | -1.4% | -41.1% | -40.7% |
| 3M | -54.7% | +3.7% | -58.4% | -58.5% |
| 6M | -55.5% | +13.0% | -68.6% | -69.8% |
| YTD | -60.1% | +12.4% | -72.5% | -73.5% |
| All | -58.0% | +13.5% | -71.5% | -72.6% |
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