-24.3%
NCIQ vs VOO
+14.7%
-39.0%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.6% | +1.3% | -0.1% |
| 7D | -1.5% | -0.7% | -0.8% | -0.1% |
| 30D | -8.1% | -1.1% | -7.1% | -6.2% |
| 3M | +24.8% | -0.3% | +25.1% | +25.8% |
| 6M | +0.2% | +7.4% | -7.2% | -13.2% |
| YTD | -12.1% | +13.4% | -25.4% | -30.0% |
| 1Y | -24.3% | +14.8% | -39.1% | -41.3% |
| All | -24.3% | +14.7% | -39.0% | -41.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling