+505.0%
NEWP vs VOO
+798.5%
-293.5%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +2.3% | +5.8% | +6.8% |
| 7D | +25.5% | +0.1% | +25.4% | +25.7% |
| 30D | -7.1% | -3.3% | -3.8% | -5.0% |
| 3M | -3.5% | -2.4% | -1.1% | -1.6% |
| 6M | +7.0% | +2.6% | +4.4% | +6.9% |
| YTD | +74.1% | +11.3% | +62.8% | +67.8% |
| 1Y | +188.2% | +13.4% | +174.8% | +175.8% |
| 3Y | +302.0% | +80.3% | +221.7% | +217.2% |
| 5Y | +77.1% | +72.7% | +4.4% | +40.9% |
| 10Y | +1,751.5% | +310.0% | +1,441.5% | +1,017.6% |
| All | +505.0% | +798.5% | -293.5% | +70.7% |
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