+1,193.5%
NEWP price history and return analytics
+221.4%
+972.0%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.5% | -3.1% | -3.2% |
| 7D | -8.6% | +1.0% | -9.6% | -9.3% |
| 30D | -6.0% | -0.2% | -5.8% | -5.7% |
| 3M | +41.7% | +4.5% | +37.1% | +37.7% |
| 6M | +28.8% | +14.1% | +14.7% | +18.4% |
| YTD | +69.5% | +14.8% | +54.8% | +56.3% |
| 1Y | +193.1% | +21.2% | +171.9% | +161.1% |
| 3Y | +154.3% | +76.6% | +77.7% | +82.8% |
| 5Y | +50.3% | +66.6% | -16.3% | +9.6% |
| 10Y | +1,193.5% | +222.3% | +971.2% | +829.9% |
| All | +1,193.5% | +221.4% | +972.0% | +829.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling