+27.2%
NPKI vs VT
+221.8%
-194.6%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.0% |
| 7D | +4.5% | +2.4% | +2.2% | +1.2% |
| 30D | -17.5% | -1.5% | -16.0% | -15.4% |
| 3M | -34.8% | -4.1% | -30.7% | -30.7% |
| 6M | -42.1% | +0.6% | -42.7% | -42.5% |
| YTD | -24.2% | +11.0% | -35.3% | -34.5% |
| 1Y | -24.9% | +13.3% | -38.2% | -36.9% |
| 3Y | +28.3% | +73.4% | -45.1% | -40.1% |
| 5Y | +172.8% | +57.4% | +115.4% | +45.4% |
| All | +27.2% | +221.8% | -194.6% | -76.2% |
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