+191.3%
NTIP price history and return analytics
+346.0%
-154.8%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | +3.9% | -2.3% | +6.2% | +4.3% |
| 30D | +1.9% | -5.0% | +6.9% | +2.7% |
| 3M | +2.1% | -4.9% | +6.9% | +2.8% |
| 6M | +9.5% | -1.5% | +11.0% | +9.7% |
| YTD | +30.6% | +8.5% | +22.1% | +28.8% |
| 1Y | +15.6% | +11.4% | +4.2% | +13.5% |
| 3Y | -10.1% | +70.1% | -80.1% | -17.1% |
| 5Y | -27.5% | +53.7% | -81.2% | -32.5% |
| 10Y | -4.7% | +220.0% | -224.6% | -18.4% |
| All | +191.3% | +346.0% | -154.8% | +155.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling