+95.8%
NVG vs VOO
+807.8%
-712.1%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.5% | -1.8% |
| 7D | -1.9% | -0.4% | -1.6% | -1.9% |
| 30D | -5.4% | -1.4% | -4.1% | -5.2% |
| 3M | -5.7% | +3.7% | -9.4% | -6.4% |
| 6M | -5.7% | +13.0% | -18.7% | -8.1% |
| YTD | -3.0% | +12.4% | -15.4% | -5.4% |
| 1Y | +3.3% | +18.6% | -15.3% | -0.5% |
| 3Y | +31.5% | +78.1% | -46.5% | +16.0% |
| 5Y | -10.2% | +82.3% | -92.4% | -21.7% |
| 10Y | +32.5% | +322.5% | -290.0% | +2.0% |
| All | +95.8% | +807.8% | -712.1% | +46.0% |
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