-27.3%
NCPL vs VT
+15.2%
-42.5%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +1.7% | -11.3% | -12.4% |
| 7D | +28.2% | -0.3% | +28.5% | +28.8% |
| 30D | +6.8% | -1.4% | +8.3% | +7.7% |
| 3M | +226.4% | -1.4% | +227.8% | +231.8% |
| 6M | +274.0% | +5.5% | +268.5% | +234.2% |
| YTD | +113.6% | +12.8% | +100.8% | +64.7% |
| 1Y | -27.3% | +15.4% | -42.7% | -49.5% |
| All | -27.3% | +15.2% | -42.5% | -49.5% |
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