+10.1%
NPB vs VT
+25.7%
-15.7%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.1% | +2.5% | +1.3% |
| 7D | -1.9% | -4.2% | +2.3% | +1.2% |
| 30D | +2.3% | -5.8% | +8.1% | +6.8% |
| 3M | -7.9% | -5.2% | -2.6% | -4.3% |
| 6M | -9.3% | +0.1% | -9.4% | -10.0% |
| YTD | -4.8% | +8.2% | -13.0% | -11.5% |
| 1Y | +0.2% | +10.1% | -10.0% | -8.3% |
| All | +10.1% | +25.7% | -15.7% | -9.5% |
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