+78.1%
NXG vs VOO
+568.5%
-490.4%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -1.6% |
| 7D | +5.4% | +2.6% | +2.8% | +3.1% |
| 30D | -16.3% | -2.0% | -14.3% | -14.5% |
| 3M | -24.9% | -2.8% | -22.1% | -22.7% |
| 6M | -18.7% | +2.2% | -20.9% | -20.0% |
| YTD | +0.1% | +11.5% | -11.5% | -9.3% |
| 1Y | +3.9% | +13.5% | -9.5% | -7.4% |
| 3Y | +124.9% | +78.1% | +46.8% | +31.2% |
| 5Y | +60.1% | +73.1% | -13.0% | -4.3% |
| 10Y | +99.9% | +310.7% | -210.8% | -44.0% |
| All | +78.1% | +568.5% | -490.4% | -64.0% |
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