+166.9%
NVGS vs VOO
+81.6%
+85.4%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.2% | +1.0% |
| 7D | +0.7% | -0.4% | +1.1% | +0.9% |
| 30D | +11.9% | -1.4% | +13.3% | +12.8% |
| 3M | +0.7% | +3.7% | -3.0% | -1.9% |
| 6M | +9.8% | +13.0% | -3.2% | +1.2% |
| YTD | +32.2% | +12.4% | +19.8% | +22.3% |
| 1Y | +39.5% | +18.6% | +20.9% | +24.5% |
| 3Y | +70.0% | +78.1% | -8.1% | +16.8% |
| 5Y | +166.9% | +82.3% | +84.7% | +75.9% |
| All | +166.9% | +81.6% | +85.4% | +75.9% |
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