+115.8%
NWSA vs VOO
+481.8%
-366.0%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.3% |
| 7D | -2.6% | +0.5% | -3.2% | -3.2% |
| 30D | +4.6% | -0.9% | +5.5% | +5.5% |
| 3M | +10.2% | +3.9% | +6.3% | +5.6% |
| 6M | +21.6% | +14.5% | +7.1% | +5.2% |
| YTD | +14.6% | +13.0% | +1.7% | +0.4% |
| 1Y | +0.4% | +19.4% | -19.1% | -17.1% |
| 3Y | +45.0% | +78.9% | -33.9% | -21.9% |
| 5Y | +41.3% | +82.3% | -41.0% | -25.2% |
| 10Y | +142.8% | +314.2% | -171.4% | -47.7% |
| All | +115.8% | +481.8% | -366.0% | -65.4% |
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