-48.2%
NCTY vs VOO
+20.9%
-69.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -1.4% |
| 7D | +6.6% | +0.1% | +6.5% | +6.1% |
| 30D | -6.0% | +0.1% | -6.1% | -6.3% |
| 3M | +0.6% | +2.0% | -1.4% | -4.5% |
| 6M | -27.3% | +13.0% | -40.3% | -47.4% |
| YTD | -26.4% | +13.6% | -40.0% | -47.5% |
| 1Y | -48.2% | +20.1% | -68.3% | -69.0% |
| All | -48.2% | +20.9% | -69.1% | -69.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling