-20.0%
NPCT vs VOO
+94.9%
-115.0%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.4% |
| 7D | -2.0% | +2.6% | -4.5% | -2.8% |
| 30D | +1.8% | -2.0% | +3.8% | +2.5% |
| 3M | -6.4% | -2.8% | -3.6% | -5.5% |
| 6M | -9.3% | +2.2% | -11.4% | -10.1% |
| YTD | -3.0% | +11.5% | -14.6% | -7.0% |
| 1Y | -6.1% | +13.5% | -19.6% | -10.5% |
| 3Y | +36.4% | +78.1% | -41.6% | +9.0% |
| 5Y | -16.1% | +73.1% | -89.2% | -34.3% |
| All | -20.0% | +94.9% | -115.0% | -38.8% |
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