-18.2%
NPCT vs VOO
+96.3%
-114.6%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -0.5% |
| 7D | -0.5% | -0.9% | +0.4% | -0.2% |
| 30D | +2.5% | -2.3% | +4.8% | +3.3% |
| 3M | -3.9% | -1.2% | -2.7% | -3.6% |
| 6M | -7.3% | +3.3% | -10.7% | -8.5% |
| YTD | -0.9% | +12.3% | -13.2% | -5.1% |
| 1Y | -4.2% | +12.5% | -16.7% | -8.4% |
| 3Y | +39.2% | +79.2% | -40.0% | +10.9% |
| 5Y | -14.6% | +75.7% | -90.2% | -33.4% |
| All | -18.2% | +96.3% | -114.6% | -37.6% |
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