+11.9%
NEWT vs VT
+10.5%
+1.4%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | 0.0% | 0.0% |
| 7D | -0.6% | -2.3% | +1.8% | +1.9% |
| 30D | -2.2% | -5.0% | +2.8% | +3.3% |
| 3M | -27.2% | -4.9% | -22.3% | -23.2% |
| 6M | -18.2% | -1.5% | -16.6% | -17.6% |
| YTD | -1.2% | +8.5% | -9.7% | -11.5% |
| 1Y | +11.9% | +11.4% | +0.5% | -2.9% |
| All | +11.9% | +10.5% | +1.4% | -2.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling