+1,226.1%
NEWP vs VOO
+315.3%
+910.8%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.5% | +3.0% | +2.8% |
| 7D | -8.7% | -0.4% | -8.3% | -8.5% |
| 30D | -2.4% | -1.4% | -1.0% | -1.5% |
| 3M | +47.7% | +3.7% | +44.0% | +45.1% |
| 6M | +32.0% | +13.0% | +19.0% | +24.1% |
| YTD | +73.8% | +12.4% | +61.4% | +64.4% |
| 1Y | +196.1% | +18.6% | +177.5% | +172.7% |
| 3Y | +160.7% | +78.1% | +82.6% | +99.4% |
| 5Y | +52.9% | +82.3% | -29.4% | +14.6% |
| 10Y | +1,226.1% | +322.5% | +903.6% | +889.3% |
| All | +1,226.1% | +315.3% | +910.8% | +889.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling