-99.8%
NCI vs VT
+52.7%
-152.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.3% | +5.0% | +4.8% |
| 7D | +17.5% | +2.4% | +15.2% | +16.5% |
| 30D | -2.9% | -1.5% | -1.4% | -2.2% |
| 3M | -94.4% | -4.1% | -90.3% | -94.3% |
| 6M | -92.2% | +0.6% | -92.8% | -92.1% |
| YTD | -92.6% | +11.0% | -103.6% | -92.6% |
| 1Y | -92.2% | +13.3% | -105.5% | -92.3% |
| All | -99.8% | +52.7% | -152.5% | -99.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling