+236.3%
NEWP vs VT
+69.7%
+166.6%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.2% | +6.0% | +5.8% |
| 7D | +16.3% | -2.3% | +18.6% | +21.9% |
| 30D | -8.6% | -5.0% | -3.6% | +1.6% |
| 3M | -4.4% | -4.9% | +0.5% | +6.7% |
| 6M | -4.6% | -1.5% | -3.0% | +1.8% |
| YTD | +61.0% | +8.5% | +52.5% | +48.9% |
| 1Y | +170.3% | +11.4% | +159.0% | +141.4% |
| 3Y | +236.3% | +70.1% | +166.2% | +42.9% |
| All | +236.3% | +69.7% | +166.6% | +42.9% |
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