+55.6%
NUW vs VOO
+802.4%
-746.8%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.6% |
| 7D | -2.1% | -2.0% | -0.1% | -1.8% |
| 30D | -3.0% | -1.7% | -1.4% | -2.8% |
| 3M | -3.5% | +4.7% | -8.2% | -4.2% |
| 6M | -4.0% | +12.6% | -16.6% | -5.9% |
| YTD | -3.0% | +11.8% | -14.7% | -4.8% |
| 1Y | +0.1% | +17.5% | -17.5% | -2.7% |
| 3Y | +14.9% | +77.0% | -62.0% | +4.1% |
| 5Y | -3.0% | +82.6% | -85.6% | -13.2% |
| 10Y | +8.0% | +320.0% | -312.0% | -13.8% |
| All | +55.6% | +802.4% | -746.8% | +25.1% |
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