+73.1%
NEWT vs VOO
+309.6%
-236.6%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +2.1% |
| 7D | -0.7% | +2.6% | -3.3% | -3.3% |
| 30D | +0.3% | -2.0% | +2.3% | +2.2% |
| 3M | -17.4% | -2.8% | -14.6% | -15.1% |
| 6M | -14.7% | +2.2% | -16.9% | -16.8% |
| YTD | -1.9% | +11.5% | -13.4% | -11.9% |
| 1Y | +12.5% | +13.5% | -1.0% | -0.6% |
| 3Y | -3.7% | +78.1% | -81.8% | -44.4% |
| 5Y | -47.6% | +73.1% | -120.7% | -69.0% |
| All | +73.1% | +309.6% | -236.6% | -57.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling