-88.8%
NWGL price history and return analytics
+74.7%
-163.4%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.6% | +1.2% |
| 7D | -15.0% | -0.1% | -14.8% | -15.0% |
| 30D | +255.3% | -0.7% | +255.9% | +256.0% |
| 3M | +63.4% | +4.0% | +59.4% | +60.2% |
| 6M | -12.9% | +12.3% | -25.2% | -17.8% |
| YTD | -23.9% | +14.0% | -38.0% | -28.2% |
| 1Y | -12.9% | +20.3% | -33.2% | -17.7% |
| All | -88.8% | +74.7% | -163.4% | -88.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling