+219.1%
NPK vs VOO
+800.4%
-581.3%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.5% | -0.6% |
| 7D | -2.4% | +2.6% | -5.0% | -4.2% |
| 30D | -4.2% | -2.0% | -2.2% | -2.7% |
| 3M | +1.0% | -2.8% | +3.7% | +3.0% |
| 6M | +0.6% | +2.2% | -1.6% | -1.1% |
| YTD | +31.3% | +11.5% | +19.7% | +21.1% |
| 1Y | +48.9% | +13.5% | +35.4% | +35.7% |
| 3Y | +92.3% | +78.1% | +14.3% | +24.8% |
| 5Y | +87.2% | +73.1% | +14.0% | +22.3% |
| 10Y | +150.2% | +310.7% | -160.5% | -24.1% |
| All | +219.1% | +800.4% | -581.3% | -61.3% |
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