-26.3%
NPCE price history and return analytics
+53.4%
-79.7%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.7% | -1.7% |
| 7D | +1.6% | -2.3% | +3.9% | +4.4% |
| 30D | -2.0% | -5.0% | +2.9% | +3.7% |
| 3M | -10.1% | -4.9% | -5.2% | -4.9% |
| 6M | -31.0% | -1.5% | -29.5% | -29.9% |
| YTD | -19.0% | +8.5% | -27.5% | -25.9% |
| 1Y | -2.2% | +11.4% | -13.6% | -12.7% |
| 3Y | +73.6% | +70.1% | +3.5% | +5.0% |
| All | -26.3% | +53.4% | -79.7% | -54.7% |
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