+802.7%
NC vs VOO
+812.0%
-9.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -3.1% | -3.1% |
| 7D | -3.8% | +0.5% | -4.4% | -4.4% |
| 30D | -4.1% | -0.9% | -3.1% | -3.1% |
| 3M | -22.5% | +3.9% | -26.4% | -25.8% |
| 6M | -16.5% | +14.5% | -31.0% | -28.1% |
| YTD | -16.3% | +13.0% | -29.3% | -26.9% |
| 1Y | +4.5% | +19.4% | -14.9% | -14.2% |
| 3Y | +39.6% | +78.9% | -39.3% | -27.1% |
| 5Y | +79.5% | +82.3% | -2.8% | -9.2% |
| 10Y | +227.9% | +314.2% | -86.3% | -43.2% |
| All | +802.7% | +812.0% | -9.3% | -64.8% |
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