+94.8%
NWL vs VT
+13.0%
+81.8%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +2.6% | +5.1% | +4.5% |
| 7D | -1.2% | +0.4% | -1.5% | -1.4% |
| 30D | +4.4% | -2.6% | +7.0% | +7.7% |
| 3M | -0.9% | -3.2% | +2.4% | +3.1% |
| 6M | +33.8% | +0.9% | +32.9% | +31.4% |
| YTD | +65.9% | +11.3% | +54.6% | +41.6% |
| All | +94.8% | +13.0% | +81.8% | +65.0% |
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 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