-82.0%
NWL price history and return analytics
+229.8%
-311.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -1.5% |
| 7D | -4.3% | -1.1% | -3.1% | -2.9% |
| 30D | -3.9% | -1.0% | -3.0% | -2.6% |
| 3M | +28.1% | +3.2% | +24.9% | +22.9% |
| 6M | +40.7% | +12.5% | +28.2% | +21.0% |
| YTD | +64.7% | +14.1% | +50.7% | +39.1% |
| 1Y | +2.6% | +18.9% | -16.3% | -17.9% |
| 3Y | -27.4% | +74.1% | -101.5% | -62.6% |
| 5Y | -70.2% | +66.9% | -137.0% | -83.8% |
| All | -82.0% | +229.8% | -311.8% | -95.6% |
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