+23.4%
NRP vs VT
+345.0%
-321.6%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.1% | +3.2% | +2.3% |
| 7D | +0.9% | -4.2% | +5.0% | +4.2% |
| 30D | +6.6% | -5.8% | +12.4% | +11.5% |
| 3M | +12.7% | -5.2% | +18.0% | +17.4% |
| 6M | +1.1% | +0.1% | +1.0% | +0.3% |
| YTD | +15.0% | +8.2% | +6.8% | +6.6% |
| 1Y | +15.3% | +10.1% | +5.2% | +5.3% |
| 3Y | +94.1% | +69.7% | +24.4% | +24.4% |
| 5Y | +400.7% | +53.4% | +347.3% | +242.9% |
| 10Y | +635.9% | +219.2% | +416.7% | +149.2% |
| All | +23.4% | +345.0% | -321.6% | -73.6% |
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 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