-25.6%
NWL price history and return analytics
+74.2%
-99.7%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.6% | -4.7% | -4.3% |
| 7D | +0.3% | -0.1% | +0.5% | +0.6% |
| 30D | +2.9% | -0.7% | +3.5% | +4.1% |
| 3M | +37.6% | +4.0% | +33.6% | +28.4% |
| 6M | +45.0% | +12.3% | +32.7% | +18.6% |
| YTD | +69.0% | +14.0% | +54.9% | +34.3% |
| 1Y | +3.1% | +20.3% | -17.2% | -25.8% |
| All | -25.6% | +74.2% | -99.7% | -72.4% |
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