+291.3%
NWFL price history and return analytics
+368.8%
-77.5%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.3% |
| 7D | -0.5% | -0.1% | -0.4% | -0.5% |
| 30D | +2.4% | -0.7% | +3.1% | +2.6% |
| 3M | +11.1% | +4.0% | +7.1% | +9.3% |
| 6M | +21.4% | +12.3% | +9.1% | +16.1% |
| YTD | +26.7% | +14.0% | +12.7% | +20.5% |
| 1Y | +35.0% | +20.3% | +14.7% | +26.0% |
| 3Y | +48.2% | +75.4% | -27.2% | +22.2% |
| 5Y | +69.5% | +66.0% | +3.5% | +41.2% |
| 10Y | +154.6% | +228.2% | -73.6% | +82.0% |
| All | +291.3% | +368.8% | -77.5% | +157.2% |
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