+40.5%
NPKI vs VT
+215.5%
-175.0%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | -0.1% |
| 7D | -7.6% | -2.3% | -5.3% | -4.6% |
| 30D | -24.3% | -5.0% | -19.3% | -18.4% |
| 3M | -36.2% | -4.9% | -31.3% | -31.4% |
| 6M | -45.0% | -1.5% | -43.5% | -43.7% |
| YTD | -27.5% | +8.5% | -36.0% | -35.3% |
| 1Y | -32.0% | +11.4% | -43.3% | -41.4% |
| 3Y | +22.4% | +70.1% | -47.7% | -41.3% |
| 5Y | +146.9% | +53.7% | +93.1% | +36.1% |
| All | +40.5% | +215.5% | -175.0% | -71.4% |
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