-40.9%
NPCE price history and return analytics
+76.6%
-117.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.4% |
| 7D | +0.1% | +1.0% | -0.9% | -1.0% |
| 30D | -0.5% | -0.2% | -0.2% | -0.3% |
| 3M | -5.6% | +4.5% | -10.1% | -10.2% |
| 6M | +5.2% | +14.1% | -8.9% | -9.2% |
| YTD | -4.4% | +14.8% | -19.2% | -18.1% |
| 1Y | +52.0% | +21.2% | +30.8% | +23.5% |
| 3Y | +78.9% | +76.6% | +2.3% | +1.1% |
| 5Y | -33.0% | +66.6% | -99.6% | -58.6% |
| All | -40.9% | +76.6% | -117.5% | -66.6% |
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 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