+12.6%
NPFD vs VOO
+74.3%
-61.8%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | -0.5% | +0.1% | -0.6% | -0.6% |
| 30D | +2.8% | +0.1% | +2.7% | +2.7% |
| 3M | +2.1% | +2.0% | +0.1% | +1.4% |
| 6M | +0.5% | +13.0% | -12.5% | -3.7% |
| YTD | +4.9% | +13.6% | -8.7% | +0.3% |
| 1Y | +5.2% | +20.1% | -14.9% | -1.3% |
| 3Y | +54.0% | +77.6% | -23.6% | +25.7% |
| All | +12.6% | +74.3% | -61.8% | -11.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling