+498.8%
NEWT vs VOO
+800.4%
-301.6%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +2.0% |
| 7D | -0.7% | +2.6% | -3.3% | -2.8% |
| 30D | +0.3% | -2.0% | +2.3% | +1.9% |
| 3M | -17.4% | -2.8% | -14.6% | -15.5% |
| 6M | -14.7% | +2.2% | -16.9% | -16.4% |
| YTD | -1.9% | +11.5% | -13.4% | -10.0% |
| 1Y | +12.5% | +13.5% | -1.0% | +1.8% |
| 3Y | -3.7% | +78.1% | -81.8% | -38.0% |
| 5Y | -47.6% | +73.1% | -120.7% | -65.6% |
| 10Y | +71.0% | +310.7% | -239.7% | -33.8% |
| All | +498.8% | +800.4% | -301.6% | +73.8% |
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 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