-88.8%
NWGL vs VOO
+77.5%
-166.2%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.0% |
| 7D | -15.0% | -0.4% | -14.6% | -14.9% |
| 30D | +255.3% | -1.4% | +256.6% | +256.2% |
| 3M | +63.4% | +3.7% | +59.7% | +61.7% |
| 6M | -12.9% | +13.0% | -25.9% | -16.2% |
| YTD | -23.9% | +12.4% | -36.4% | -26.7% |
| 1Y | -12.9% | +18.6% | -31.5% | -15.4% |
| All | -88.8% | +77.5% | -166.2% | -87.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling