-51.8%
NPCE price history and return analytics
+71.4%
-123.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -3.3% |
| 7D | -5.3% | +2.9% | -8.2% | -8.2% |
| 30D | -5.2% | -2.5% | -2.7% | -2.3% |
| 3M | -17.4% | -3.3% | -14.1% | -14.2% |
| 6M | -23.9% | +1.5% | -25.5% | -25.1% |
| YTD | -22.2% | +11.4% | -33.5% | -30.9% |
| 1Y | -11.0% | +11.9% | -22.9% | -21.2% |
| 3Y | +53.1% | +73.9% | -20.8% | -11.5% |
| 5Y | -14.1% | +57.9% | -72.0% | -43.7% |
| All | -51.8% | +71.4% | -123.2% | -71.8% |
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