+231.6%
NWBI vs VOO
+810.0%
-578.5%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.7% |
| 7D | -0.8% | -0.8% | -0.1% | -0.2% |
| 30D | -1.5% | -1.1% | -0.4% | -0.6% |
| 3M | +7.6% | +3.9% | +3.7% | +4.2% |
| 6M | +30.2% | +13.6% | +16.6% | +17.1% |
| YTD | +34.6% | +12.7% | +21.9% | +21.7% |
| 1Y | +29.3% | +17.6% | +11.8% | +13.0% |
| 3Y | +76.7% | +77.3% | -0.7% | +10.6% |
| 5Y | +67.5% | +84.1% | -16.6% | +0.1% |
| 10Y | +74.8% | +323.5% | -248.8% | -49.4% |
| All | +231.6% | +810.0% | -578.5% | -57.0% |
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