+45.3%
NPFD price history and return analytics
+74.0%
-28.7%
-10.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | 0.0% |
| 7D | -2.6% | +2.4% | -5.0% | -3.5% |
| 30D | -3.1% | -1.5% | -1.6% | -2.6% |
| 3M | -8.6% | -4.1% | -4.5% | -7.3% |
| 6M | -8.9% | +0.6% | -9.5% | -9.2% |
| YTD | -4.5% | +11.0% | -15.6% | -8.4% |
| 1Y | -5.3% | +13.3% | -18.6% | -9.8% |
| 3Y | +45.3% | +73.4% | -28.1% | +12.1% |
| All | +45.3% | +74.0% | -28.7% | +12.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling