+489.4%
VOO vs NWSA
+123.2%
+366.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.3% | +0.1% |
| 7D | +0.5% | -2.6% | +3.2% | +1.5% |
| 30D | -0.9% | +4.6% | -5.5% | -2.5% |
| 3M | +3.9% | +10.2% | -6.3% | -0.1% |
| 6M | +14.5% | +21.6% | -7.1% | +6.0% |
| YTD | +13.0% | +14.6% | -1.7% | +6.4% |
| 1Y | +19.4% | +0.4% | +19.1% | +17.7% |
| 3Y | +78.9% | +45.0% | +33.9% | +52.9% |
| 5Y | +82.3% | +41.3% | +41.0% | +53.4% |
| 10Y | +314.2% | +142.8% | +171.4% | +166.0% |
| All | +489.4% | +123.2% | +366.2% | +285.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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