+92.2%
NPKI vs VOO
+325.3%
-233.1%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | -0.5% |
| 7D | +0.3% | -0.8% | +1.1% | +1.3% |
| 30D | -5.4% | -1.1% | -4.3% | -4.1% |
| 3M | -9.5% | +3.9% | -13.4% | -13.7% |
| 6M | -2.8% | +13.6% | -16.4% | -17.0% |
| YTD | +11.2% | +12.7% | -1.5% | -3.9% |
| 1Y | +24.3% | +17.6% | +6.7% | +2.1% |
| 3Y | +112.8% | +77.3% | +35.5% | +6.1% |
| 5Y | +414.0% | +84.1% | +329.8% | +139.3% |
| All | +92.2% | +325.3% | -233.1% | -70.1% |
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