+282.2%
NWFL vs VOO
+812.0%
-529.8%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.6% |
| 7D | +1.3% | +0.5% | +0.7% | +1.0% |
| 30D | +1.7% | -0.9% | +2.6% | +2.2% |
| 3M | +12.5% | +3.9% | +8.6% | +10.1% |
| 6M | +20.7% | +14.5% | +6.2% | +12.2% |
| YTD | +26.6% | +13.0% | +13.7% | +18.5% |
| 1Y | +34.6% | +19.4% | +15.1% | +22.3% |
| 3Y | +48.1% | +78.9% | -30.7% | +10.4% |
| 5Y | +69.0% | +82.3% | -13.3% | +23.0% |
| 10Y | +154.4% | +314.2% | -159.8% | +40.2% |
| All | +282.2% | +812.0% | -529.8% | +105.7% |
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