+510.9%
NEWP vs VOO
+817.1%
-306.2%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -0.4% | -7.5% | -7.7% |
| 7D | -12.5% | +0.1% | -12.6% | -12.5% |
| 30D | +4.0% | +0.1% | +4.0% | +4.1% |
| 3M | +28.8% | +2.0% | +26.8% | +28.1% |
| 6M | +16.4% | +13.0% | +3.4% | +10.4% |
| YTD | +75.8% | +13.6% | +62.2% | +66.6% |
| 1Y | +214.8% | +20.1% | +194.7% | +191.1% |
| 3Y | +139.1% | +77.6% | +61.6% | +88.4% |
| 5Y | +55.8% | +82.4% | -26.6% | +20.4% |
| 10Y | +1,404.9% | +316.8% | +1,088.0% | +794.1% |
| All | +510.9% | +817.1% | -306.2% | +69.5% |
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