+177.0%
NPKI vs VOO
+72.6%
+104.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -2.0% |
| 7D | +4.5% | +2.6% | +1.9% | +1.8% |
| 30D | -17.5% | -2.0% | -15.5% | -15.4% |
| 3M | -34.8% | -2.8% | -32.0% | -32.7% |
| 6M | -42.1% | +2.2% | -44.3% | -43.2% |
| YTD | -24.2% | +11.5% | -35.8% | -31.8% |
| 1Y | -24.9% | +13.5% | -38.4% | -33.5% |
| 3Y | +28.3% | +78.1% | -49.8% | -22.8% |
| All | +177.0% | +72.6% | +104.4% | +65.7% |
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