+146.8%
NEWP vs VT
+75.0%
+71.8%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | 0.0% | -7.9% | -7.9% |
| 7D | -12.5% | +0.4% | -12.9% | -13.2% |
| 30D | +4.0% | +1.0% | +3.1% | +2.4% |
| 3M | +28.8% | +2.4% | +26.4% | +25.2% |
| 6M | +16.4% | +12.0% | +4.4% | -2.0% |
| YTD | +75.8% | +15.3% | +60.4% | +42.7% |
| 1Y | +214.8% | +22.6% | +192.2% | +133.6% |
| All | +146.8% | +75.0% | +71.8% | +2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling