-13.7%
NPCT vs VOO
+72.0%
-85.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.3% | -1.0% | +0.5% |
| 7D | +1.5% | +0.1% | +1.5% | +1.5% |
| 30D | +3.5% | -3.3% | +6.8% | +4.7% |
| 3M | -2.7% | -2.4% | -0.3% | -1.9% |
| 6M | -6.5% | +2.6% | -9.1% | -7.5% |
| YTD | +0.2% | +11.3% | -11.1% | -3.9% |
| 1Y | -2.3% | +13.4% | -15.8% | -7.0% |
| 3Y | +41.5% | +80.3% | -38.8% | +11.3% |
| 5Y | -13.7% | +72.7% | -86.4% | -33.1% |
| All | -13.7% | +72.0% | -85.7% | -33.1% |
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