-94.7%
NIPG vs VOO
+44.5%
-139.2%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.8% | +4.6% | +4.2% |
| 7D | -5.9% | -0.8% | -5.1% | -4.7% |
| 30D | +59.6% | -1.1% | +60.7% | +61.7% |
| 3M | -0.3% | +3.9% | -4.2% | -5.4% |
| 6M | -43.7% | +13.6% | -57.4% | -54.1% |
| YTD | -52.0% | +12.7% | -64.7% | -60.5% |
| 1Y | -75.1% | +17.6% | -92.7% | -80.8% |
| All | -94.7% | +44.5% | -139.2% | -96.8% |
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 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