+408.8%
NPO vs VT
+221.8%
+187.1%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.4% |
| 7D | +5.9% | +2.4% | +3.6% | +2.6% |
| 30D | -6.9% | -1.5% | -5.4% | -4.5% |
| 3M | -18.5% | -4.1% | -14.4% | -12.9% |
| 6M | -13.7% | +0.6% | -14.3% | -13.5% |
| YTD | +28.2% | +11.0% | +17.2% | +12.0% |
| 1Y | +30.5% | +13.3% | +17.2% | +10.9% |
| 3Y | +125.5% | +73.4% | +52.1% | +8.8% |
| 5Y | +157.8% | +57.4% | +100.4% | +42.7% |
| All | +408.8% | +221.8% | +187.1% | -1.4% |
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