+268.9%
NPO vs VOO
+80.3%
+188.6%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -1.6% |
| 7D | -0.5% | -2.0% | +1.5% | +2.0% |
| 30D | -12.6% | -1.7% | -10.9% | -10.7% |
| 3M | -8.5% | +4.7% | -13.3% | -13.2% |
| 6M | +15.6% | +12.6% | +3.0% | +0.9% |
| YTD | +37.7% | +11.8% | +25.9% | +21.4% |
| 1Y | +33.6% | +17.5% | +16.1% | +11.5% |
| 3Y | +140.7% | +77.0% | +63.7% | +33.3% |
| 5Y | +268.9% | +82.6% | +186.4% | +96.0% |
| All | +268.9% | +80.3% | +188.6% | +96.0% |
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 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