+589.7%
NEWT vs VOO
+817.1%
-227.4%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.4% | +1.4% |
| 7D | +4.5% | +0.1% | +4.3% | +4.4% |
| 30D | -17.8% | +0.1% | -17.8% | -17.8% |
| 3M | -4.8% | +2.0% | -6.8% | -6.6% |
| 6M | +1.0% | +13.0% | -12.1% | -8.6% |
| YTD | +13.0% | +13.6% | -0.6% | +2.2% |
| 1Y | +7.4% | +20.1% | -12.7% | -7.1% |
| 3Y | -15.4% | +77.6% | -92.9% | -45.3% |
| 5Y | -37.8% | +82.4% | -120.2% | -60.7% |
| 10Y | +127.4% | +316.8% | -189.4% | -13.1% |
| All | +589.7% | +817.1% | -227.4% | +97.4% |
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