+18.8%
NWN vs VOO
+325.3%
-306.4%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.1% | -1.8% |
| 7D | -1.5% | -0.8% | -0.8% | -1.1% |
| 30D | -3.8% | -1.1% | -2.7% | -3.2% |
| 3M | -0.7% | +3.9% | -4.6% | -3.4% |
| 6M | -4.2% | +13.6% | -17.8% | -12.4% |
| YTD | +6.8% | +12.7% | -5.9% | -2.1% |
| 1Y | +19.5% | +17.6% | +1.9% | +6.1% |
| 3Y | +39.5% | +77.3% | -37.8% | -9.5% |
| 5Y | +22.7% | +84.1% | -61.5% | -24.4% |
| All | +18.8% | +325.3% | -306.4% | -67.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling