+20.7%
NVGS vs VOO
+795.4%
-774.7%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +2.0% | +1.9% |
| 7D | +2.8% | -0.6% | +3.4% | +3.3% |
| 30D | -13.1% | -3.6% | -9.4% | -10.6% |
| 3M | +2.6% | -2.7% | +5.4% | +4.7% |
| 6M | -9.0% | +2.2% | -11.3% | -11.0% |
| YTD | +21.3% | +10.9% | +10.4% | +11.6% |
| 1Y | +20.7% | +11.3% | +9.3% | +10.5% |
| 3Y | +51.6% | +76.9% | -25.3% | -3.8% |
| 5Y | +158.0% | +73.5% | +84.5% | +63.9% |
| 10Y | +166.6% | +307.7% | -141.1% | -3.3% |
| All | +20.7% | +795.4% | -774.7% | -58.5% |
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