-44.1%
VG vs NWSA
-4.3%
-39.7%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -2.1% | +6.8% | +5.3% |
| 7D | +15.1% | -0.8% | +15.9% | +15.3% |
| 30D | -4.2% | -11.3% | +7.1% | -1.7% |
| 3M | -3.1% | -8.1% | +5.0% | -2.0% |
| 6M | +0.3% | -0.7% | +1.0% | -2.0% |
| YTD | +95.5% | +1.3% | +94.1% | +87.7% |
| 1Y | +64.4% | -1.3% | +65.7% | +61.9% |
| All | -44.1% | -4.3% | -39.7% | -48.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 5y: compounded portfolio wealth divided by compounded NWSA 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…
5y analysis · Full analysis span regression · 6 months rolling