-49.2%
NPCE price history and return analytics
+70.5%
-119.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -2.7% |
| 7D | +3.1% | -0.1% | +3.2% | +3.5% |
| 30D | +0.2% | -3.1% | +3.2% | +3.9% |
| 3M | -14.7% | -3.5% | -11.2% | -11.2% |
| 6M | -30.8% | +0.5% | -31.3% | -31.1% |
| YTD | -17.8% | +10.8% | -28.6% | -26.6% |
| 1Y | -5.7% | +11.9% | -17.5% | -16.5% |
| 3Y | +61.7% | +73.0% | -11.3% | -6.0% |
| 5Y | -19.7% | +58.6% | -78.3% | -47.9% |
| All | -49.2% | +70.5% | -119.7% | -70.1% |
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