-99.8%
NCPL vs VT
+57.0%
-156.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.3% | -6.0% | -5.9% |
| 7D | +30.2% | +2.4% | +27.8% | +27.3% |
| 30D | +3.1% | -1.5% | +4.6% | +5.4% |
| 3M | +400.0% | -4.1% | +404.1% | +429.6% |
| 6M | +324.9% | +0.6% | +324.3% | +324.1% |
| YTD | +148.5% | +11.0% | +137.4% | +120.4% |
| 1Y | -12.3% | +13.3% | -25.6% | -23.7% |
| 3Y | -93.5% | +73.4% | -166.9% | -96.6% |
| All | -99.8% | +57.0% | -156.8% | -99.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling