+302.0%
NEWP vs VOO
+78.4%
+223.6%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +2.3% | +5.8% | +4.4% |
| 7D | +25.5% | +0.1% | +25.4% | +25.7% |
| 30D | -7.1% | -3.3% | -3.8% | -1.4% |
| 3M | -3.5% | -2.4% | -1.1% | +1.5% |
| 6M | +7.0% | +2.6% | +4.4% | +5.9% |
| YTD | +74.1% | +11.3% | +62.8% | +56.2% |
| 1Y | +188.2% | +13.4% | +174.8% | +153.8% |
| 3Y | +302.0% | +80.3% | +221.7% | +79.1% |
| All | +302.0% | +78.4% | +223.6% | +79.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling