-69.7%
NPCE vs VOO
+95.8%
-165.6%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -37.1% | -0.4% | -36.7% | -36.7% |
| 7D | -39.5% | +2.6% | -42.1% | -40.8% |
| 30D | -39.8% | -2.0% | -37.8% | -38.4% |
| 3M | -47.9% | -2.8% | -45.1% | -46.2% |
| 6M | -52.2% | +2.2% | -54.3% | -52.9% |
| YTD | -51.0% | +11.5% | -62.6% | -55.6% |
| 1Y | -41.0% | +13.5% | -54.5% | -47.3% |
| 3Y | -11.0% | +78.1% | -89.0% | -44.3% |
| 5Y | -46.0% | +73.1% | -119.1% | -66.0% |
| All | -69.7% | +95.8% | -165.6% | -82.3% |
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