+7.7%
NPKI vs VT
+345.0%
-337.2%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -4.1% | -0.6% | +1.2% |
| 7D | -23.0% | -4.2% | -18.9% | -17.9% |
| 30D | -28.2% | -5.8% | -22.4% | -21.5% |
| 3M | -36.5% | -5.2% | -31.3% | -31.4% |
| 6M | -45.4% | +0.1% | -45.5% | -45.5% |
| YTD | -27.7% | +8.2% | -35.9% | -35.3% |
| 1Y | -33.5% | +10.1% | -43.7% | -41.9% |
| 3Y | +20.1% | +69.7% | -49.6% | -42.7% |
| 5Y | +146.3% | +53.4% | +92.9% | +33.2% |
| 10Y | +40.2% | +219.2% | -179.1% | -70.2% |
| All | +7.7% | +345.0% | -337.2% | -85.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling