+282.3%
NCEW vs VT
+23.3%
+259.0%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -10.7% | +0.4% | -11.2% | -10.5% |
| 30D | -4.2% | +1.0% | -5.2% | -3.8% |
| 3M | -10.8% | +2.4% | -13.1% | -9.1% |
| 6M | +95.0% | +12.0% | +83.0% | +96.7% |
| YTD | +177.1% | +15.3% | +161.8% | +182.9% |
| 1Y | +282.3% | +22.6% | +259.7% | +316.3% |
| All | +282.3% | +23.3% | +259.0% | +316.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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