+193.1%
NEWP price history and return analytics
+21.4%
+171.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.5% | -3.1% | -2.2% |
| 7D | -8.6% | +1.0% | -9.6% | -11.0% |
| 30D | -6.0% | -0.2% | -5.8% | -5.3% |
| 3M | +41.7% | +4.5% | +37.1% | +27.6% |
| 6M | +28.8% | +14.1% | +14.7% | -4.0% |
| YTD | +69.5% | +14.8% | +54.8% | +29.0% |
| 1Y | +193.1% | +21.2% | +171.9% | +119.2% |
| All | +193.1% | +21.4% | +171.7% | +119.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling