+14.3%
NP vs VOO
+15.0%
-0.8%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.4% | -0.6% |
| 7D | +1.5% | +2.6% | -1.0% | +0.9% |
| 30D | -0.4% | -2.0% | +1.6% | +0.1% |
| 3M | -11.6% | -2.8% | -8.9% | -11.1% |
| 6M | +1.4% | +2.2% | -0.7% | +0.3% |
| YTD | -2.8% | +11.5% | -14.3% | -11.1% |
| 1Y | +14.0% | +13.5% | +0.5% | +2.6% |
| All | +14.3% | +15.0% | -0.8% | +0.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling