-91.6%
NPWR vs VT
+57.4%
-148.9%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.6% | +1.0% | +0.8% |
| 7D | -1.4% | +0.4% | -1.8% | -1.7% |
| 30D | -31.9% | -2.6% | -29.3% | -29.7% |
| 3M | -44.9% | -3.2% | -41.6% | -42.6% |
| 6M | -58.1% | +0.9% | -59.0% | -57.9% |
| YTD | -63.2% | +11.3% | -74.6% | -66.0% |
| 1Y | -75.6% | +14.0% | -89.6% | -77.8% |
| 3Y | -93.7% | +75.8% | -169.5% | -94.9% |
| 5Y | -91.6% | +57.8% | -149.4% | -93.3% |
| All | -91.6% | +57.4% | -148.9% | -93.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling