-18.1%
NTIP price history and return analytics
+77.9%
-95.9%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +2.6% | +0.4% | +2.1% | +2.5% |
| 30D | 0.0% | +1.0% | -1.0% | -0.2% |
| 3M | +7.4% | +2.4% | +5.0% | +6.7% |
| 6M | +11.1% | +12.0% | -0.9% | +7.7% |
| YTD | +26.4% | +15.3% | +11.0% | +21.2% |
| 1Y | +6.0% | +22.6% | -16.6% | -0.3% |
| All | -18.1% | +77.9% | -95.9% | -27.7% |
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