-41.5%
NPT vs VOO
+15.6%
-57.2%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.3% | -1.9% |
| 7D | -18.7% | +0.1% | -18.8% | -19.1% |
| 30D | -25.8% | +0.1% | -25.9% | -26.1% |
| 3M | +127.8% | +2.0% | +125.8% | +116.3% |
| 6M | -80.7% | +13.0% | -93.8% | -87.7% |
| YTD | -42.1% | +13.6% | -55.7% | -65.1% |
| All | -41.5% | +15.6% | -57.2% | -69.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling