-1.4%
NUGY vs VOO
+15.5%
-16.8%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.3% |
| 7D | -0.4% | -2.0% | +1.6% | +1.4% |
| 30D | 0.0% | -1.7% | +1.7% | +1.5% |
| 3M | +2.0% | +4.7% | -2.7% | -2.6% |
| 6M | -10.6% | +12.6% | -23.1% | -19.5% |
| YTD | -3.7% | +11.8% | -15.4% | -13.1% |
| All | -1.4% | +15.5% | -16.8% | -14.1% |
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 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