-99.7%
NWTG vs VT
+69.7%
-169.4%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.2% | -5.3% | -5.2% |
| 7D | -29.5% | -2.3% | -27.2% | -27.9% |
| 30D | -39.1% | -5.0% | -34.2% | -37.0% |
| 3M | -32.8% | -4.9% | -28.0% | -30.2% |
| 6M | -42.1% | -1.5% | -40.6% | -41.0% |
| YTD | -52.5% | +8.5% | -61.0% | -54.0% |
| 1Y | -46.9% | +11.4% | -58.2% | -48.9% |
| 3Y | -99.7% | +70.1% | -169.8% | -99.8% |
| All | -99.7% | +69.7% | -169.4% | -99.8% |
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