+7.7%
NWG vs VT
+13.3%
-5.5%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | -8.2% | -1.6% | -6.6% | -5.9% |
| 30D | -12.4% | -2.5% | -9.9% | -9.0% |
| 3M | -18.9% | -1.3% | -17.6% | -17.3% |
| 6M | +2.4% | +3.1% | -0.7% | -2.3% |
| YTD | -6.2% | +10.9% | -17.1% | -19.4% |
| All | +7.7% | +13.3% | -5.5% | -10.2% |
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