+65.3%
NPKI vs VT
+374.2%
-308.9%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +0.5% | +0.4% | 0.0% | -0.2% |
| 30D | -2.7% | +1.0% | -3.6% | -4.0% |
| 3M | -9.6% | +2.4% | -12.0% | -12.6% |
| 6M | -6.0% | +12.0% | -18.0% | -20.2% |
| YTD | +10.9% | +15.3% | -4.4% | -9.5% |
| 1Y | +24.4% | +22.6% | +1.8% | -6.8% |
| 3Y | +115.7% | +74.7% | +41.0% | -1.9% |
| 5Y | +384.2% | +66.1% | +318.1% | +133.7% |
| 10Y | +84.1% | +225.0% | -140.9% | -61.9% |
| All | +65.3% | +374.2% | -308.9% | -79.3% |
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 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