-100.0%
NWTG vs VT
+76.5%
-176.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | 0.0% | +3.9% | +3.9% |
| 7D | +12.5% | +0.4% | +12.1% | +12.2% |
| 30D | +28.6% | +1.0% | +27.6% | +28.1% |
| 3M | +31.1% | +2.4% | +28.7% | +28.9% |
| 6M | -14.0% | +12.0% | -26.0% | -21.6% |
| YTD | -10.0% | +15.3% | -25.3% | -19.8% |
| 1Y | -23.3% | +22.6% | -45.9% | -34.1% |
| 3Y | -99.8% | +74.7% | -174.5% | -99.9% |
| All | -100.0% | +76.5% | -176.4% | -100.0% |
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