-99.1%
NCRA vs VOO
+115.2%
-214.3%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.1% |
| 7D | -4.6% | -2.0% | -2.6% | -4.2% |
| 30D | -24.1% | -1.7% | -22.4% | -23.8% |
| 3M | -50.4% | +4.7% | -55.1% | -51.3% |
| 6M | -82.1% | +12.6% | -94.6% | -82.8% |
| YTD | -92.7% | +11.8% | -104.5% | -92.9% |
| 1Y | -96.1% | +17.5% | -113.6% | -96.3% |
| 3Y | -96.1% | +77.0% | -173.0% | -96.6% |
| 5Y | -99.1% | +82.6% | -181.6% | -99.2% |
| All | -99.1% | +115.2% | -214.3% | -99.3% |
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