+104.9%
NEWP vs VOO
+12.1%
+92.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.4% | -3.2% | -2.6% |
| 7D | -10.4% | +2.6% | -13.0% | -16.6% |
| 30D | -13.4% | -2.0% | -11.4% | -7.9% |
| 3M | -24.7% | -2.8% | -21.9% | -17.4% |
| 6M | -15.2% | +2.2% | -17.4% | -17.6% |
| YTD | +44.2% | +11.5% | +32.6% | +14.0% |
| 1Y | +104.9% | +13.5% | +91.4% | +55.4% |
| All | +104.9% | +12.1% | +92.8% | +55.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling