+118.4%
NXG vs VOO
+574.0%
-455.6%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +0.9% | +0.9% |
| 7D | +4.7% | -0.4% | +5.0% | +5.0% |
| 30D | -4.8% | -1.4% | -3.4% | -3.7% |
| 3M | +1.5% | +3.7% | -2.2% | -1.8% |
| 6M | +19.0% | +13.0% | +5.9% | +6.2% |
| YTD | +22.7% | +12.4% | +10.3% | +10.0% |
| 1Y | +39.1% | +18.6% | +20.5% | +18.7% |
| 3Y | +123.6% | +78.1% | +45.6% | +30.0% |
| 5Y | +111.9% | +82.3% | +29.6% | +20.1% |
| 10Y | +138.1% | +322.5% | -184.4% | -35.2% |
| All | +118.4% | +574.0% | -455.6% | -56.4% |
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