+1,312.5%
NEWP price history and return analytics
+644.4%
+668.1%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.2% | +6.0% | +6.1% |
| 7D | +16.3% | -2.3% | +18.6% | +17.9% |
| 30D | -8.6% | -5.0% | -3.6% | -5.7% |
| 3M | -4.4% | -4.9% | +0.5% | -1.2% |
| 6M | -4.6% | -1.5% | -3.0% | -2.4% |
| YTD | +61.0% | +8.5% | +52.5% | +58.1% |
| 1Y | +170.3% | +11.4% | +159.0% | +162.7% |
| 3Y | +236.3% | +70.1% | +166.2% | +175.5% |
| 5Y | +62.8% | +53.7% | +9.1% | +38.0% |
| 10Y | +1,612.1% | +220.0% | +1,392.2% | +1,061.9% |
| All | +1,312.5% | +644.4% | +668.1% | +865.2% |
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 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