-94.4%
NIPG vs VT
+48.3%
-142.7%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | 0.0% | +5.8% | +5.9% |
| 7D | +12.5% | +0.4% | +12.0% | +11.4% |
| 30D | +73.3% | +1.0% | +72.3% | +70.3% |
| 3M | +27.4% | +2.4% | +25.0% | +23.1% |
| 6M | -38.8% | +12.0% | -50.8% | -49.4% |
| YTD | -49.0% | +15.3% | -64.4% | -60.1% |
| 1Y | -74.5% | +22.6% | -97.0% | -82.1% |
| All | -94.4% | +48.3% | -142.7% | -96.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling