+56.2%
NAPR vs VOO
+72.8%
-16.6%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | 0.0% |
| 7D | -0.2% | -0.6% | +0.3% | +0.1% |
| 30D | -2.1% | -3.6% | +1.6% | +0.1% |
| 3M | +0.3% | -2.7% | +3.0% | +1.9% |
| 6M | +1.8% | +2.2% | -0.4% | +0.3% |
| YTD | +11.7% | +10.9% | +0.8% | +4.4% |
| 1Y | +13.1% | +11.3% | +1.8% | +5.4% |
| 3Y | +39.1% | +76.9% | -37.8% | -4.9% |
| 5Y | +56.2% | +73.5% | -17.3% | +3.4% |
| All | +56.2% | +72.8% | -16.6% | +3.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling