+231.5%
NC vs VOO
+325.3%
-93.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -1.1% |
| 7D | -5.3% | -0.8% | -4.5% | -4.7% |
| 30D | -4.9% | -1.1% | -3.8% | -4.0% |
| 3M | -24.0% | +3.9% | -27.9% | -26.7% |
| 6M | -21.7% | +13.6% | -35.4% | -30.5% |
| YTD | -17.8% | +12.7% | -30.5% | -26.4% |
| 1Y | -1.4% | +17.6% | -19.0% | -15.2% |
| 3Y | +40.8% | +77.3% | -36.5% | -17.2% |
| 5Y | +76.3% | +84.1% | -7.8% | -0.5% |
| All | +231.5% | +325.3% | -93.8% | -10.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling