+1,751.5%
NEWP price history and return analytics
+223.7%
+1,527.8%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +2.6% | +5.5% | +5.9% |
| 7D | +25.5% | +0.4% | +25.1% | +25.4% |
| 30D | -7.1% | -2.6% | -4.5% | -4.6% |
| 3M | -3.5% | -3.2% | -0.2% | 0.0% |
| 6M | +7.0% | +0.9% | +6.1% | +8.3% |
| YTD | +74.1% | +11.3% | +62.8% | +65.7% |
| 1Y | +188.2% | +14.0% | +174.2% | +170.6% |
| 3Y | +302.0% | +75.8% | +226.1% | +192.7% |
| 5Y | +77.1% | +57.8% | +19.3% | +34.4% |
| 10Y | +1,751.5% | +219.8% | +1,531.7% | +1,593.1% |
| All | +1,751.5% | +223.7% | +1,527.8% | +1,593.1% |
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