-2.3%
NWGL vs VOO
+20.9%
-23.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.3% | -0.4% | +23.7% | +23.8% |
| 7D | +46.5% | +0.1% | +46.4% | +45.4% |
| 30D | +370.4% | +0.1% | +370.3% | +367.9% |
| 3M | +68.2% | +2.0% | +66.2% | +62.6% |
| 6M | -2.3% | +13.0% | -15.3% | -27.7% |
| YTD | -10.6% | +13.6% | -24.1% | -34.2% |
| 1Y | -2.3% | +20.1% | -22.4% | -29.8% |
| All | -2.3% | +20.9% | -23.2% | -29.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling