-100.0%
NCNA vs VOO
+252.4%
-352.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.8% | -2.3% | -2.4% |
| 7D | -5.7% | -0.8% | -4.9% | -5.0% |
| 30D | -7.7% | -1.1% | -6.6% | -6.6% |
| 3M | -33.7% | +3.9% | -37.6% | -36.0% |
| 6M | -32.3% | +13.6% | -45.9% | -40.4% |
| YTD | -63.3% | +12.7% | -76.0% | -67.4% |
| 1Y | -64.0% | +17.6% | -81.6% | -69.1% |
| 3Y | -100.0% | +77.3% | -177.3% | -100.0% |
| 5Y | -100.0% | +84.1% | -184.1% | -100.0% |
| All | -100.0% | +252.4% | -352.4% | -100.0% |
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