-26.3%
NPCE vs VOO
+67.9%
-94.2%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.3% | -1.8% | -1.8% |
| 7D | +1.6% | -2.7% | +4.3% | +4.5% |
| 30D | -2.0% | -5.4% | +3.3% | +3.5% |
| 3M | -10.1% | -4.1% | -6.0% | -6.2% |
| 6M | -31.0% | +0.7% | -31.8% | -31.4% |
| YTD | -19.0% | +8.7% | -27.8% | -25.0% |
| 1Y | -2.2% | +11.0% | -13.2% | -10.8% |
| 3Y | +73.6% | +75.5% | -1.8% | +10.7% |
| All | -26.3% | +67.9% | -94.2% | -55.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling