+985.8%
NPO vs VOO
+800.4%
+185.3%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.3% |
| 7D | +5.9% | +2.6% | +3.4% | +2.7% |
| 30D | -6.9% | -2.0% | -4.9% | -4.1% |
| 3M | -18.5% | -2.8% | -15.7% | -15.1% |
| 6M | -13.7% | +2.2% | -15.9% | -15.2% |
| YTD | +28.2% | +11.5% | +16.7% | +13.3% |
| 1Y | +30.5% | +13.5% | +17.0% | +13.0% |
| 3Y | +125.5% | +78.1% | +47.4% | +14.8% |
| 5Y | +157.8% | +73.1% | +84.7% | +34.7% |
| 10Y | +414.5% | +310.7% | +103.7% | -0.7% |
| All | +985.8% | +800.4% | +185.3% | -14.8% |
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