-98.5%
NIPG vs VT
+45.1%
-143.5%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +1.7% | +7.8% | +7.0% |
| 7D | +0.2% | -0.3% | +0.5% | +0.4% |
| 30D | -62.9% | -1.4% | -61.5% | -62.1% |
| 3M | -55.5% | -1.4% | -54.1% | -54.8% |
| 6M | -79.5% | +5.5% | -84.9% | -81.3% |
| YTD | -86.1% | +12.8% | -98.9% | -88.8% |
| 1Y | -91.8% | +15.4% | -107.2% | -93.7% |
| All | -98.5% | +45.1% | -143.5% | -99.1% |
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