-97.1%
NCMI vs VOO
+325.3%
-422.4%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.5% | -2.6% |
| 7D | -2.4% | -0.8% | -1.6% | -1.6% |
| 30D | +9.0% | -1.1% | +10.1% | +10.5% |
| 3M | -32.4% | +3.9% | -36.3% | -35.7% |
| 6M | -28.1% | +13.6% | -41.7% | -38.5% |
| YTD | -36.6% | +12.7% | -49.3% | -45.2% |
| 1Y | -47.5% | +17.6% | -65.1% | -56.8% |
| 3Y | -46.8% | +77.3% | -124.1% | -73.6% |
| 5Y | -88.9% | +84.1% | -173.0% | -94.6% |
| All | -97.1% | +325.3% | -422.4% | -99.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling