-96.6%
NCI vs VOO
+56.7%
-153.3%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.8% | +1.4% | +2.0% |
| 7D | -4.2% | -0.8% | -3.4% | -4.0% |
| 30D | +5.8% | -1.1% | +6.9% | +6.1% |
| 3M | +18.2% | +3.9% | +14.3% | +16.8% |
| 6M | -86.1% | +13.6% | -99.8% | -86.7% |
| YTD | +43.5% | +12.7% | +30.8% | +39.8% |
| 1Y | -20.9% | +17.6% | -38.5% | -25.9% |
| All | -96.6% | +56.7% | -153.3% | -97.6% |
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