+17.6%
NPB vs VOO
+26.3%
-8.7%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.2% |
| 7D | -1.2% | -2.0% | +0.8% | +0.2% |
| 30D | -0.5% | -1.7% | +1.1% | +0.6% |
| 3M | -5.5% | +4.7% | -10.3% | -8.8% |
| 6M | -6.8% | +12.6% | -19.4% | -15.0% |
| YTD | +1.7% | +11.8% | -10.0% | -6.7% |
| 1Y | -5.7% | +17.5% | -23.3% | -16.6% |
| All | +17.6% | +26.3% | -8.7% | -1.4% |
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 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