-49.2%
NPCE vs VOO
+94.7%
-143.9%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.3% | -2.9% | -2.9% |
| 7D | +3.1% | -0.6% | +3.7% | +3.9% |
| 30D | +0.2% | -3.6% | +3.8% | +4.1% |
| 3M | -14.7% | -2.7% | -12.0% | -12.2% |
| 6M | -30.8% | +2.2% | -33.1% | -32.1% |
| YTD | -17.8% | +10.9% | -28.7% | -25.3% |
| 1Y | -5.7% | +11.3% | -17.0% | -14.3% |
| 3Y | +61.7% | +76.9% | -15.3% | +1.5% |
| 5Y | -19.7% | +73.5% | -93.2% | -49.8% |
| All | -49.2% | +94.7% | -143.9% | -70.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling