+166.8%
NWS vs VOO
+309.6%
-142.8%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.4% | +2.8% | +2.8% |
| 7D | +3.2% | +2.6% | +0.6% | +0.7% |
| 30D | -7.9% | -2.0% | -5.9% | -5.8% |
| 3M | -9.0% | -2.8% | -6.2% | -6.2% |
| 6M | -2.3% | +2.2% | -4.4% | -4.6% |
| YTD | +1.6% | +11.5% | -10.0% | -9.4% |
| 1Y | +1.4% | +13.5% | -12.1% | -11.1% |
| 3Y | +43.2% | +78.1% | -34.9% | -21.0% |
| 5Y | +31.0% | +73.1% | -42.1% | -25.4% |
| All | +166.8% | +309.6% | -142.8% | -32.3% |
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