+84.6%
NWE vs VT
+69.7%
+14.8%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.6% | +0.8% |
| 7D | +3.7% | -2.3% | +6.0% | +4.3% |
| 30D | +11.8% | -5.0% | +16.8% | +13.5% |
| 3M | +18.8% | -4.9% | +23.7% | +20.5% |
| 6M | +18.6% | -1.5% | +20.1% | +18.8% |
| YTD | +31.9% | +8.5% | +23.5% | +27.2% |
| 1Y | +36.0% | +11.4% | +24.6% | +29.8% |
| 3Y | +84.6% | +70.1% | +14.5% | +23.1% |
| All | +84.6% | +69.7% | +14.8% | +23.1% |
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