+419.8%
NEWP vs VOO
+803.9%
-384.0%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.6% | -2.8% |
| 7D | -1.3% | +3.3% | -4.6% | -3.0% |
| 30D | -15.9% | -2.7% | -13.2% | -14.3% |
| 3M | -20.6% | -1.7% | -18.8% | -19.3% |
| 6M | -13.2% | +3.1% | -16.3% | -13.6% |
| YTD | +49.6% | +11.9% | +37.6% | +43.7% |
| 1Y | +113.4% | +12.1% | +101.3% | +105.1% |
| 3Y | +250.0% | +78.6% | +171.4% | +177.0% |
| 5Y | +25.0% | +73.8% | -48.8% | -0.9% |
| 10Y | +1,490.9% | +312.3% | +1,178.6% | +857.1% |
| All | +419.8% | +803.9% | -384.0% | +46.2% |
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