+144.8%
NPKI vs VT
+53.4%
+91.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | 0.0% |
| 7D | -7.6% | -2.3% | -5.3% | -5.1% |
| 30D | -24.3% | -5.0% | -19.3% | -19.4% |
| 3M | -36.2% | -4.9% | -31.3% | -32.2% |
| 6M | -45.0% | -1.5% | -43.5% | -43.8% |
| YTD | -27.5% | +8.5% | -36.0% | -33.7% |
| 1Y | -32.0% | +11.4% | -43.3% | -39.6% |
| 3Y | +22.4% | +70.1% | -47.7% | -28.9% |
| All | +144.8% | +53.4% | +91.4% | +54.5% |
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