+148.6%
NWS vs VOO
+485.1%
-336.4%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -2.0% |
| 7D | -2.7% | +0.1% | -2.8% | -2.8% |
| 30D | +2.3% | +0.1% | +2.3% | +2.2% |
| 3M | +10.1% | +2.0% | +8.1% | +7.4% |
| 6M | +27.5% | +13.0% | +14.4% | +11.8% |
| YTD | +14.8% | +13.6% | +1.2% | +0.1% |
| 1Y | +2.9% | +20.1% | -17.2% | -15.2% |
| 3Y | +59.0% | +77.6% | -18.5% | -13.0% |
| 5Y | +60.0% | +82.4% | -22.5% | -14.6% |
| 10Y | +166.6% | +316.8% | -150.2% | -39.9% |
| All | +148.6% | +485.1% | -336.4% | -55.9% |
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