-37.3%
NWL vs VOO
+807.8%
-845.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.5% | -4.9% | -4.8% |
| 7D | +0.3% | -0.4% | +0.7% | +0.8% |
| 30D | +2.9% | -1.4% | +4.2% | +4.6% |
| 3M | +37.6% | +3.7% | +33.9% | +31.8% |
| 6M | +45.0% | +13.0% | +31.9% | +26.0% |
| YTD | +69.0% | +12.4% | +56.5% | +47.7% |
| 1Y | +3.1% | +18.6% | -15.5% | -15.5% |
| 3Y | -30.0% | +78.1% | -108.1% | -62.9% |
| 5Y | -70.3% | +82.3% | -152.5% | -84.7% |
| 10Y | -81.5% | +322.5% | -404.0% | -96.4% |
| All | -37.3% | +807.8% | -845.2% | -95.2% |
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 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