-91.0%
NCI vs VT
+12.5%
-103.5%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +39.7% | -0.5% | +40.1% | +39.2% |
| 7D | +17.4% | -0.1% | +17.5% | +17.5% |
| 30D | -7.8% | -3.1% | -4.8% | -11.2% |
| 3M | -93.0% | -3.5% | -89.5% | -93.7% |
| 6M | -91.0% | +0.5% | -91.4% | -91.2% |
| YTD | -91.0% | +10.8% | -101.8% | -81.3% |
| 1Y | -91.0% | +11.9% | -102.9% | -81.7% |
| All | -91.0% | +12.5% | -103.5% | -81.7% |
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