+493.6%
NWG vs VOO
+325.3%
+168.3%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.7% | +1.7% |
| 7D | -0.3% | -0.8% | +0.5% | +0.6% |
| 30D | -0.3% | -1.1% | +0.8% | +0.9% |
| 3M | +18.4% | +3.9% | +14.5% | +13.7% |
| 6M | +26.1% | +13.6% | +12.5% | +10.7% |
| YTD | +14.5% | +12.7% | +1.8% | +1.5% |
| 1Y | +38.8% | +17.6% | +21.3% | +17.8% |
| 3Y | +301.2% | +77.3% | +223.9% | +121.4% |
| 5Y | +347.5% | +84.1% | +263.4% | +135.9% |
| All | +493.6% | +325.3% | +168.3% | +17.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling