-86.1%
NWGL price history and return analytics
+73.2%
-159.3%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.1% | -0.9% | +24.0% | +23.5% |
| 7D | +29.1% | -2.0% | +31.1% | +30.1% |
| 30D | +316.9% | -1.4% | +318.4% | +318.6% |
| 3M | +82.7% | +4.7% | +78.0% | +78.4% |
| 6M | +7.3% | +11.4% | -4.1% | +1.5% |
| YTD | -6.3% | +13.1% | -19.4% | -11.4% |
| 1Y | +2.3% | +19.0% | -16.7% | -3.1% |
| All | -86.1% | +73.2% | -159.3% | -86.3% |
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