-86.8%
NWGL vs VT
+76.7%
-163.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.3% | 0.0% | +23.3% | +23.3% |
| 7D | +46.5% | +0.4% | +46.0% | +46.0% |
| 30D | +370.4% | +1.0% | +369.4% | +368.1% |
| 3M | +68.2% | +2.4% | +65.8% | +66.5% |
| 6M | -2.3% | +12.0% | -14.3% | -8.0% |
| YTD | -10.6% | +15.3% | -25.9% | -16.0% |
| 1Y | -2.3% | +22.6% | -24.9% | -8.0% |
| All | -86.8% | +76.7% | -163.5% | -87.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling