+33.2%
NVGS vs VOO
+817.1%
-783.9%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.8% |
| 7D | +4.1% | +0.1% | +4.0% | +4.0% |
| 30D | +12.0% | +0.1% | +11.9% | +11.9% |
| 3M | +6.0% | +2.0% | +3.9% | +4.0% |
| 6M | +9.7% | +13.0% | -3.4% | -0.5% |
| YTD | +33.9% | +13.6% | +20.3% | +21.0% |
| 1Y | +43.0% | +20.1% | +22.9% | +23.6% |
| 3Y | +70.1% | +77.6% | -7.5% | +7.7% |
| 5Y | +166.8% | +82.4% | +84.3% | +63.1% |
| 10Y | +251.6% | +316.8% | -65.2% | +25.6% |
| All | +33.2% | +817.1% | -783.9% | -54.9% |
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 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