-96.2%
NCMI vs VOO
+802.4%
-898.6%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.6% | +4.0% | +4.0% |
| 7D | -1.2% | -2.0% | +0.8% | +1.0% |
| 30D | -35.1% | -1.7% | -33.4% | -33.9% |
| 3M | -31.1% | +4.7% | -35.8% | -34.8% |
| 6M | -26.5% | +12.6% | -39.0% | -35.8% |
| YTD | -35.6% | +11.8% | -47.3% | -43.2% |
| 1Y | -44.0% | +17.5% | -61.5% | -53.3% |
| 3Y | -44.5% | +77.0% | -121.5% | -70.9% |
| 5Y | -88.7% | +82.6% | -171.3% | -94.1% |
| 10Y | -97.0% | +320.0% | -417.0% | -99.3% |
| All | -96.2% | +802.4% | -898.6% | -99.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling