+2.6%
NPFD price history and return analytics
+60.5%
-57.8%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.2% |
| 7D | -0.8% | +2.9% | -3.7% | -1.9% |
| 30D | -5.2% | -2.5% | -2.6% | -4.3% |
| 3M | -7.9% | -3.3% | -4.5% | -6.7% |
| 6M | -8.7% | +1.5% | -10.2% | -9.3% |
| YTD | -4.4% | +11.4% | -15.8% | -8.5% |
| 1Y | -6.0% | +11.9% | -17.9% | -10.2% |
| 3Y | +45.6% | +73.9% | -28.3% | +16.9% |
| All | +2.6% | +60.5% | -57.8% | -19.0% |
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