+158.0%
NVGS vs VOO
+72.8%
+85.2%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +2.0% | +1.8% |
| 7D | +2.8% | -0.6% | +3.4% | +3.2% |
| 30D | -13.1% | -3.6% | -9.4% | -11.1% |
| 3M | +2.6% | -2.7% | +5.4% | +4.3% |
| 6M | -9.0% | +2.2% | -11.3% | -10.6% |
| YTD | +21.3% | +10.9% | +10.4% | +13.3% |
| 1Y | +20.7% | +11.3% | +9.3% | +12.3% |
| 3Y | +51.6% | +76.9% | -25.3% | +6.0% |
| 5Y | +158.0% | +73.5% | +84.5% | +79.8% |
| All | +158.0% | +72.8% | +85.2% | +79.8% |
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