+305.3%
NWG vs VT
+75.6%
+229.7%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.6% | -0.9% |
| 7D | -3.7% | -0.7% | -3.0% | -2.9% |
| 30D | -7.6% | -1.7% | -5.8% | -5.3% |
| 3M | -15.0% | -2.3% | -12.7% | -12.2% |
| 6M | +2.8% | +1.5% | +1.3% | +1.1% |
| YTD | -3.5% | +12.0% | -15.5% | -15.7% |
| 1Y | +3.8% | +12.9% | -9.0% | -10.1% |
| All | +305.3% | +75.6% | +229.7% | +84.7% |
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