-64.4%
NPT vs VT
+14.5%
-78.8%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +1.1% | +8.2% | +7.9% |
| 7D | -2.2% | -0.7% | -1.5% | -1.3% |
| 30D | -20.5% | -1.7% | -18.7% | -18.0% |
| 3M | -53.1% | -2.3% | -50.8% | -51.5% |
| 6M | +26.8% | +1.5% | +25.3% | +21.7% |
| YTD | -64.7% | +12.0% | -76.8% | -77.6% |
| 1Y | -60.0% | +12.9% | -72.9% | -76.1% |
| All | -64.4% | +14.5% | -78.8% | -80.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling