+297.5%
NWG vs VT
+75.0%
+222.5%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | 0.0% | 0.0% |
| 7D | +3.0% | +0.4% | +2.6% | +2.5% |
| 30D | +0.2% | +1.0% | -0.8% | -1.0% |
| 3M | +19.0% | +2.4% | +16.6% | +15.4% |
| 6M | +24.6% | +12.0% | +12.6% | +8.3% |
| YTD | +14.8% | +15.3% | -0.5% | -3.7% |
| 1Y | +42.9% | +22.6% | +20.3% | +11.4% |
| All | +297.5% | +75.0% | +222.5% | +91.7% |
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