-10.5%
NCDL vs VOO
+18.2%
-28.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.2% | +0.1% |
| 7D | -3.0% | -0.8% | -2.2% | -2.5% |
| 30D | -1.9% | -1.1% | -0.8% | -1.2% |
| 3M | -2.1% | +3.9% | -6.0% | -4.3% |
| 6M | -3.0% | +13.6% | -16.6% | -11.1% |
| YTD | -3.2% | +12.7% | -15.9% | -10.8% |
| 1Y | -10.5% | +17.6% | -28.1% | -19.1% |
| All | -10.5% | +18.2% | -28.7% | -19.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling