+20.1%
NWSA price history and return analytics
+57.0%
-36.9%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.3% | +3.0% | +2.9% |
| 7D | +2.2% | +2.4% | -0.2% | -0.1% |
| 30D | -8.8% | -1.5% | -7.3% | -7.1% |
| 3M | -6.5% | -4.1% | -2.4% | -2.4% |
| 6M | +1.5% | +0.6% | +0.9% | +0.3% |
| YTD | +4.0% | +11.0% | -7.0% | -7.8% |
| 1Y | +3.4% | +13.3% | -9.9% | -10.4% |
| 3Y | +34.8% | +73.4% | -38.5% | -28.4% |
| All | +20.1% | +57.0% | -36.9% | -27.7% |
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