-86.1%
NWGL vs VOO
+76.4%
-162.6%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.1% | -0.6% | +23.8% | +23.2% |
| 7D | +29.1% | -2.0% | +31.1% | +29.6% |
| 30D | +316.9% | -1.7% | +318.6% | +318.1% |
| 3M | +82.7% | +4.7% | +78.0% | +80.3% |
| 6M | +7.3% | +12.6% | -5.3% | +3.3% |
| YTD | -6.3% | +11.8% | -18.1% | -9.7% |
| 1Y | +2.3% | +17.5% | -15.2% | -0.6% |
| All | -86.1% | +76.4% | -162.6% | -84.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling