-69.6%
NCPL vs VT
+23.3%
-92.9%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.2% | 0.0% | -8.2% | -8.2% |
| 7D | -16.6% | +0.4% | -17.0% | -18.4% |
| 30D | +40.8% | +1.0% | +39.9% | +38.0% |
| 3M | -43.4% | +2.4% | -45.8% | -45.7% |
| 6M | +32.7% | +12.0% | +20.7% | +9.0% |
| YTD | -12.5% | +15.3% | -27.9% | -33.1% |
| 1Y | -69.6% | +22.6% | -92.2% | -78.6% |
| All | -69.6% | +23.3% | -92.9% | -78.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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