+12.0%
NPFD vs VOO
+73.3%
-61.4%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | 0.0% | -0.3% |
| 7D | 0.0% | +0.5% | -0.5% | -0.2% |
| 30D | +1.4% | -0.9% | +2.4% | +1.8% |
| 3M | +1.6% | +3.9% | -2.3% | +0.2% |
| 6M | +1.5% | +14.5% | -13.1% | -3.2% |
| YTD | +4.3% | +13.0% | -8.6% | -0.1% |
| 1Y | +4.5% | +19.4% | -14.9% | -1.8% |
| 3Y | +54.5% | +78.9% | -24.4% | +25.8% |
| All | +12.0% | +73.3% | -61.4% | -11.6% |
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