+76.3%
NCA vs VOO
+802.4%
-726.1%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.3% |
| 7D | -1.1% | -2.0% | +0.9% | -0.8% |
| 30D | -3.5% | -1.7% | -1.8% | -3.3% |
| 3M | -3.8% | +4.7% | -8.6% | -4.5% |
| 6M | -2.5% | +12.6% | -15.0% | -4.1% |
| YTD | +1.2% | +11.8% | -10.6% | -0.4% |
| 1Y | +5.0% | +17.5% | -12.5% | +2.6% |
| 3Y | +17.1% | +77.0% | -59.9% | +7.7% |
| 5Y | +0.8% | +82.6% | -81.7% | -8.2% |
| 10Y | +14.2% | +320.0% | -305.8% | -4.5% |
| All | +76.3% | +802.4% | -726.1% | +43.8% |
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