-41.0%
NPCE vs VOO
+12.1%
-53.1%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -37.1% | -0.4% | -36.7% | -36.6% |
| 7D | -39.5% | +2.6% | -42.1% | -41.3% |
| 30D | -39.8% | -2.0% | -37.8% | -37.9% |
| 3M | -47.9% | -2.8% | -45.1% | -45.7% |
| 6M | -52.2% | +2.2% | -54.3% | -53.2% |
| YTD | -51.0% | +11.5% | -62.6% | -58.4% |
| 1Y | -41.0% | +13.5% | -54.5% | -52.7% |
| All | -41.0% | +12.1% | -53.1% | -52.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling