+110.4%
NEWT vs VOO
+321.7%
-211.3%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.8% |
| 7D | -1.1% | -2.0% | +0.8% | +0.9% |
| 30D | -4.4% | -1.7% | -2.7% | -2.7% |
| 3M | -8.8% | +4.7% | -13.5% | -13.1% |
| 6M | +3.4% | +12.6% | -9.1% | -8.1% |
| YTD | +10.5% | +11.8% | -1.2% | -0.8% |
| 1Y | +12.1% | +17.5% | -5.5% | -4.2% |
| 3Y | -14.7% | +77.0% | -91.7% | -50.3% |
| 5Y | -37.8% | +82.6% | -120.4% | -65.0% |
| All | +110.4% | +321.7% | -211.3% | -47.3% |
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