-6.8%
NCEW vs VOO
+28.2%
-35.0%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.6% | +6.8% | +6.2% |
| 7D | +16.6% | -2.0% | +18.5% | +16.8% |
| 30D | +12.0% | -1.7% | +13.7% | +12.2% |
| 3M | -6.7% | +4.7% | -11.5% | -7.4% |
| 6M | +127.5% | +12.6% | +115.0% | +120.2% |
| YTD | +223.0% | +11.8% | +211.3% | +213.1% |
| 1Y | +294.4% | +17.5% | +276.8% | +274.6% |
| All | -6.8% | +28.2% | -35.0% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling