-88.9%
NWGL price history and return analytics
+75.8%
-164.7%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.7% | -0.5% | -15.2% | -15.6% |
| 7D | -9.3% | +1.0% | -10.3% | -9.7% |
| 30D | +249.7% | -0.2% | +249.9% | +249.9% |
| 3M | +42.1% | +4.5% | +37.6% | +39.1% |
| 6M | -15.7% | +14.1% | -29.8% | -20.8% |
| YTD | -24.6% | +14.8% | -39.4% | -29.1% |
| 1Y | -11.6% | +21.2% | -32.8% | -16.6% |
| All | -88.9% | +75.8% | -164.7% | -89.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling