-71.9%
NCNA vs VOO
+14.7%
-86.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.6% | +0.4% | -0.5% |
| 7D | -5.1% | -0.7% | -4.4% | -4.0% |
| 30D | -3.8% | -1.1% | -2.7% | -2.2% |
| 3M | -26.6% | -0.3% | -26.3% | -26.4% |
| 6M | -53.8% | +7.4% | -61.2% | -59.3% |
| YTD | -71.7% | +13.4% | -85.0% | -77.0% |
| 1Y | -71.9% | +14.8% | -86.7% | -77.7% |
| All | -71.9% | +14.7% | -86.6% | -77.7% |
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