+111.4%
NWPX vs VT
+20.4%
+90.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +1.3% |
| 7D | -2.6% | -0.1% | -2.5% | -2.5% |
| 30D | -6.6% | -0.7% | -6.0% | -5.8% |
| 3M | -13.2% | +4.0% | -17.2% | -17.5% |
| 6M | +43.4% | +12.3% | +31.1% | +23.8% |
| YTD | +71.2% | +14.0% | +57.2% | +45.0% |
| 1Y | +111.4% | +20.3% | +91.1% | +60.7% |
| All | +111.4% | +20.4% | +90.9% | +60.7% |
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 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