+101.7%
NWE vs VT
+74.0%
+27.7%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.7% |
| 7D | +2.6% | +2.4% | +0.3% | +1.9% |
| 30D | +14.0% | -1.5% | +15.5% | +14.4% |
| 3M | +19.8% | -4.1% | +24.0% | +21.3% |
| 6M | +21.6% | +0.6% | +21.0% | +21.0% |
| YTD | +35.4% | +11.0% | +24.4% | +29.7% |
| 1Y | +35.3% | +13.3% | +22.0% | +28.5% |
| 3Y | +101.7% | +73.4% | +28.3% | +33.4% |
| All | +101.7% | +74.0% | +27.7% | +33.4% |
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