-98.6%
NIPG vs VT
+42.4%
-141.1%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -0.9% |
| 7D | -1.8% | -0.1% | -1.7% | -0.9% |
| 30D | -66.2% | -3.1% | -63.2% | -64.5% |
| 3M | -58.0% | -3.5% | -54.5% | -55.7% |
| 6M | -79.6% | +0.5% | -80.1% | -79.8% |
| YTD | -87.5% | +10.8% | -98.3% | -89.6% |
| 1Y | -92.1% | +11.9% | -104.0% | -93.5% |
| All | -98.6% | +42.4% | -141.1% | -99.2% |
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