+678.9%
NPO vs VT
+345.0%
+333.9%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -4.1% | -3.2% | -2.9% |
| 7D | -9.6% | -4.2% | -5.4% | -5.2% |
| 30D | -22.5% | -5.8% | -16.7% | -17.1% |
| 3M | -21.6% | -5.2% | -16.4% | -16.6% |
| 6M | -14.1% | +0.1% | -14.2% | -13.4% |
| YTD | +20.5% | +8.2% | +12.3% | +12.3% |
| 1Y | +13.6% | +10.1% | +3.5% | +4.3% |
| 3Y | +121.1% | +69.7% | +51.4% | +33.2% |
| 5Y | +167.2% | +53.4% | +113.9% | +79.1% |
| 10Y | +427.5% | +219.2% | +208.3% | +90.3% |
| All | +678.9% | +345.0% | +333.9% | +114.7% |
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