+245.1%
NACP vs VOO
+206.3%
+38.8%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.4% |
| 7D | +3.5% | +2.6% | +1.0% | +1.2% |
| 30D | -3.3% | -2.0% | -1.3% | -1.5% |
| 3M | -3.6% | -2.8% | -0.8% | -1.0% |
| 6M | +2.1% | +2.2% | -0.1% | +0.5% |
| YTD | +19.9% | +11.5% | +8.3% | +9.4% |
| 1Y | +21.2% | +13.5% | +7.7% | +9.0% |
| 3Y | +94.8% | +78.1% | +16.7% | +19.5% |
| 5Y | +81.5% | +73.1% | +8.3% | +13.7% |
| All | +245.1% | +206.3% | +38.8% | +42.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling