+1,078.3%
NPO vs VOO
+817.1%
+261.2%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +1.1% |
| 7D | -0.6% | +0.1% | -0.7% | -0.7% |
| 30D | -9.5% | +0.1% | -9.6% | -9.6% |
| 3M | -6.3% | +2.0% | -8.4% | -8.4% |
| 6M | +13.3% | +13.0% | +0.3% | -2.2% |
| YTD | +39.1% | +13.6% | +25.6% | +19.5% |
| 1Y | +37.6% | +20.1% | +17.5% | +10.7% |
| 3Y | +120.1% | +77.6% | +42.5% | +11.7% |
| 5Y | +259.8% | +82.4% | +177.4% | +75.0% |
| 10Y | +509.4% | +316.8% | +192.5% | +14.8% |
| All | +1,078.3% | +817.1% | +261.2% | -10.1% |
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 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