+16.9%
NC vs VOO
+72.6%
-55.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.3% | -1.3% |
| 7D | +1.8% | +2.6% | -0.7% | -0.2% |
| 30D | +1.7% | -2.0% | +3.7% | +3.2% |
| 3M | -16.9% | -2.8% | -14.1% | -15.2% |
| 6M | -28.2% | +2.2% | -30.3% | -29.8% |
| YTD | -28.3% | +11.5% | -39.8% | -35.0% |
| 1Y | -29.9% | +13.5% | -43.4% | -37.5% |
| 3Y | +3.7% | +78.1% | -74.4% | -38.3% |
| All | +16.9% | +72.6% | -55.7% | -31.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling