-6.8%
NCEW vs VOO
+29.3%
-36.1%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.1% |
| 7D | +16.6% | -0.8% | +17.3% | +16.7% |
| 30D | +12.7% | -1.1% | +13.8% | +12.9% |
| 3M | -5.3% | +3.9% | -9.2% | -5.8% |
| 6M | +120.1% | +13.6% | +106.5% | +112.8% |
| YTD | +223.0% | +12.7% | +210.3% | +212.9% |
| 1Y | +302.4% | +17.6% | +284.8% | +283.2% |
| All | -6.8% | +29.3% | -36.1% | -6.3% |
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