-17.6%
NCI vs VT
+20.4%
-38.1%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.6% | -5.2% | -6.8% |
| 7D | -6.2% | -0.1% | -6.0% | -6.4% |
| 30D | +9.3% | -0.7% | +10.0% | +8.4% |
| 3M | +17.8% | +4.0% | +13.8% | +24.9% |
| 6M | -84.7% | +12.3% | -97.0% | -73.2% |
| YTD | +39.9% | +14.0% | +25.9% | +146.5% |
| 1Y | -17.6% | +20.3% | -37.9% | +31.4% |
| All | -17.6% | +20.4% | -38.1% | +31.4% |
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