+268.9%
NPO price history and return analytics
+63.7%
+205.3%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.5% | -1.2% |
| 7D | -0.5% | -2.0% | +1.5% | +2.2% |
| 30D | -12.6% | -1.4% | -11.1% | -10.8% |
| 3M | -8.5% | +4.7% | -13.3% | -13.5% |
| 6M | +15.6% | +11.4% | +4.2% | +1.1% |
| YTD | +37.7% | +13.1% | +24.7% | +18.3% |
| 1Y | +33.6% | +19.0% | +14.6% | +7.9% |
| 3Y | +140.7% | +73.9% | +66.7% | +28.0% |
| 5Y | +268.9% | +65.4% | +203.6% | +106.3% |
| All | +268.9% | +63.7% | +205.3% | +106.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling