+491.8%
NWPX vs VOO
+802.4%
-310.5%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -2.5% |
| 7D | -6.1% | -2.0% | -4.1% | -3.9% |
| 30D | -7.3% | -1.7% | -5.6% | -5.4% |
| 3M | -15.3% | +4.7% | -20.0% | -19.6% |
| 6M | +36.8% | +12.6% | +24.2% | +20.0% |
| YTD | +65.8% | +11.8% | +54.1% | +46.8% |
| 1Y | +100.8% | +17.5% | +83.2% | +67.9% |
| 3Y | +229.8% | +77.0% | +152.8% | +72.1% |
| 5Y | +313.2% | +82.6% | +230.6% | +100.9% |
| 10Y | +778.2% | +320.0% | +458.2% | +45.5% |
| All | +491.8% | +802.4% | -310.5% | -73.0% |
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