+133.3%
NPO price history and return analytics
+75.6%
+57.7%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.1% | +1.8% | +1.1% |
| 7D | +2.0% | -0.7% | +2.7% | +3.5% |
| 30D | -7.7% | -1.7% | -6.0% | -4.5% |
| 3M | -15.8% | -2.3% | -13.5% | -11.9% |
| 6M | -10.0% | +1.5% | -11.5% | -11.3% |
| YTD | +32.6% | +12.0% | +20.6% | +11.2% |
| 1Y | +32.9% | +12.9% | +20.0% | +10.4% |
| All | +133.3% | +75.6% | +57.7% | -4.3% |
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