-100.0%
NCT vs VT
+32.1%
-132.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.1% | +2.0% | +1.2% |
| 7D | -6.5% | -4.2% | -2.3% | -3.2% |
| 30D | -3.3% | -5.8% | +2.5% | +1.3% |
| 3M | -98.3% | -5.2% | -93.1% | -98.3% |
| 6M | -98.1% | +0.1% | -98.2% | -98.3% |
| YTD | -98.8% | +8.2% | -107.0% | -99.0% |
| 1Y | -99.7% | +10.1% | -109.8% | -99.8% |
| All | -100.0% | +32.1% | -132.1% | -100.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling