+166.2%
NPK vs VT
+215.5%
-49.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.1% | +1.2% |
| 7D | -3.6% | -2.3% | -1.2% | -2.0% |
| 30D | -3.5% | -5.0% | +1.5% | -0.2% |
| 3M | +3.5% | -4.9% | +8.4% | +6.9% |
| 6M | +2.4% | -1.5% | +4.0% | +3.4% |
| YTD | +34.5% | +8.5% | +26.0% | +27.5% |
| 1Y | +34.2% | +11.4% | +22.8% | +25.0% |
| 3Y | +99.9% | +70.1% | +29.9% | +42.1% |
| 5Y | +94.3% | +53.7% | +40.5% | +45.9% |
| All | +166.2% | +215.5% | -49.3% | +26.3% |
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