+111.3%
NWG vs VOO
+807.8%
-696.5%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | 0.0% |
| 7D | -0.2% | -0.4% | +0.2% | +0.3% |
| 30D | -1.6% | -1.4% | -0.2% | +0.2% |
| 3M | +17.6% | +3.7% | +13.9% | +12.1% |
| 6M | +24.8% | +13.0% | +11.8% | +6.9% |
| YTD | +12.5% | +12.4% | 0.0% | -3.0% |
| 1Y | +38.2% | +18.6% | +19.6% | +11.2% |
| 3Y | +299.8% | +78.1% | +221.7% | +86.7% |
| 5Y | +336.6% | +82.3% | +254.4% | +93.7% |
| 10Y | +477.8% | +322.5% | +155.3% | -35.4% |
| All | +111.3% | +807.8% | -696.5% | -94.6% |
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