+5.3%
NPFD vs VOO
+66.9%
-61.6%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.4% | +1.6% |
| 7D | +1.2% | -2.7% | +3.9% | +2.2% |
| 30D | -0.8% | -5.4% | +4.5% | +1.0% |
| 3M | -4.4% | -4.1% | -0.4% | -3.1% |
| 6M | -6.6% | +0.7% | -7.3% | -6.9% |
| YTD | -1.9% | +8.7% | -10.7% | -4.9% |
| 1Y | -4.5% | +11.0% | -15.5% | -8.0% |
| 3Y | +49.2% | +75.5% | -26.2% | +22.4% |
| All | +5.3% | +66.9% | -61.6% | -15.8% |
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 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