+508.2%
NPO price history and return analytics
+229.8%
+278.4%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.9% | +1.4% | +1.0% |
| 7D | +1.2% | -1.1% | +2.3% | +2.8% |
| 30D | -11.9% | -1.0% | -10.9% | -10.6% |
| 3M | -10.2% | +3.2% | -13.4% | -13.7% |
| 6M | +18.3% | +12.5% | +5.8% | +0.9% |
| YTD | +40.8% | +14.1% | +26.7% | +17.8% |
| 1Y | +32.1% | +18.9% | +13.2% | +4.7% |
| 3Y | +142.4% | +74.1% | +68.3% | +15.8% |
| 5Y | +277.2% | +66.9% | +210.4% | +91.1% |
| All | +508.2% | +229.8% | +278.4% | +25.4% |
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