-14.7%
NPCT vs VOO
+96.5%
-111.2%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.7% |
| 7D | +1.0% | -0.4% | +1.4% | +1.2% |
| 30D | +0.4% | -1.4% | +1.8% | +0.9% |
| 3M | +1.2% | +3.7% | -2.5% | -0.2% |
| 6M | +0.7% | +13.0% | -12.3% | -3.7% |
| YTD | +3.5% | +12.4% | -9.0% | -1.0% |
| 1Y | -0.2% | +18.6% | -18.8% | -6.3% |
| 3Y | +44.2% | +78.1% | -33.9% | +15.2% |
| 5Y | -13.5% | +82.3% | -95.7% | -32.5% |
| All | -14.7% | +96.5% | -111.2% | -34.8% |
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