+253.6%
NVGS vs VOO
+321.7%
-68.1%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +1.9% |
| 7D | +1.6% | -2.0% | +3.6% | +3.4% |
| 30D | +15.2% | -1.7% | +16.8% | +16.8% |
| 3M | +2.3% | +4.7% | -2.4% | -2.1% |
| 6M | +12.1% | +12.6% | -0.5% | +0.6% |
| YTD | +34.1% | +11.8% | +22.3% | +21.0% |
| 1Y | +41.6% | +17.5% | +24.1% | +22.0% |
| 3Y | +72.4% | +77.0% | -4.6% | +1.0% |
| 5Y | +177.0% | +82.6% | +94.4% | +54.5% |
| All | +253.6% | +321.7% | -68.1% | -17.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling