+172.0%
NPK vs VOO
+321.7%
-149.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | +0.1% |
| 7D | +2.3% | -2.0% | +4.2% | +3.5% |
| 30D | +7.0% | -1.7% | +8.7% | +8.1% |
| 3M | +14.7% | +4.7% | +9.9% | +11.3% |
| 6M | +2.8% | +12.6% | -9.8% | -4.5% |
| YTD | +39.6% | +11.8% | +27.9% | +30.2% |
| 1Y | +35.9% | +17.5% | +18.3% | +22.7% |
| 3Y | +122.2% | +77.0% | +45.2% | +55.3% |
| 5Y | +120.0% | +82.6% | +37.4% | +49.1% |
| All | +172.0% | +321.7% | -149.7% | -1.0% |
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