+31.5%
NOG vs VOO
+75.1%
-43.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.3% | +2.6% | +2.6% |
| 7D | +9.2% | -0.9% | +10.1% | +10.0% |
| 30D | -4.3% | -2.3% | -2.0% | -2.5% |
| 3M | +2.3% | -1.2% | +3.4% | +2.6% |
| 6M | +7.5% | +3.3% | +4.1% | +1.6% |
| YTD | +20.0% | +12.3% | +7.7% | +1.7% |
| 1Y | +16.1% | +12.5% | +3.6% | -2.0% |
| 3Y | -19.8% | +79.2% | -99.0% | -60.2% |
| 5Y | +31.5% | +75.7% | -44.2% | -30.9% |
| All | +31.5% | +75.1% | -43.7% | -30.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling