-99.8%
NCPL vs VOO
+72.6%
-172.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.4% | -5.9% | -5.8% |
| 7D | +30.2% | +2.6% | +27.6% | +27.1% |
| 30D | +3.1% | -2.0% | +5.1% | +5.6% |
| 3M | +400.0% | -2.8% | +402.8% | +417.6% |
| 6M | +324.9% | +2.2% | +322.7% | +316.3% |
| YTD | +148.5% | +11.5% | +137.0% | +121.4% |
| 1Y | -12.3% | +13.5% | -25.8% | -23.0% |
| 3Y | -93.5% | +78.1% | -171.6% | -96.6% |
| All | -99.8% | +72.6% | -172.4% | -99.8% |
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