-39.1%
NPT vs VOO
+14.5%
-53.6%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.5% | +3.9% | +4.4% |
| 7D | -12.6% | -0.4% | -12.2% | -12.3% |
| 30D | -27.8% | -1.4% | -26.4% | -26.0% |
| 3M | +16.3% | +3.7% | +12.6% | +6.6% |
| 6M | -83.8% | +13.0% | -96.8% | -89.5% |
| YTD | -39.7% | +12.4% | -52.2% | -62.9% |
| All | -39.1% | +14.5% | -53.6% | -67.7% |
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 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