+250.9%
NACP vs VOO
+207.0%
+43.9%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.7% |
| 7D | -1.0% | -2.0% | +1.0% | +0.8% |
| 30D | -0.8% | -1.7% | +0.9% | +0.7% |
| 3M | +4.7% | +4.7% | -0.1% | +0.6% |
| 6M | +20.3% | +12.6% | +7.7% | +8.7% |
| YTD | +21.8% | +11.8% | +10.1% | +10.8% |
| 1Y | +31.5% | +17.5% | +13.9% | +14.5% |
| 3Y | +95.5% | +77.0% | +18.5% | +20.4% |
| 5Y | +97.6% | +82.6% | +15.0% | +18.7% |
| All | +250.9% | +207.0% | +43.9% | +44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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