-41.9%
NPCE vs VOO
+97.4%
-139.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.3% |
| 7D | -4.5% | -0.4% | -4.2% | -4.2% |
| 30D | -2.6% | -1.4% | -1.2% | -1.3% |
| 3M | -9.1% | +3.7% | -12.9% | -12.3% |
| 6M | +3.2% | +13.0% | -9.8% | -8.0% |
| YTD | -6.1% | +12.4% | -18.5% | -16.0% |
| 1Y | +45.4% | +18.6% | +26.8% | +24.6% |
| 3Y | +75.8% | +78.1% | -2.3% | +8.9% |
| 5Y | -29.9% | +82.3% | -112.1% | -57.9% |
| All | -41.9% | +97.4% | -139.4% | -66.5% |
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