-58.9%
NCTY vs VOO
+18.2%
-77.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +0.8% | +10.9% | +9.6% |
| 7D | -10.9% | -0.8% | -10.1% | -8.8% |
| 30D | +4.5% | -1.1% | +5.6% | +7.6% |
| 3M | -8.7% | +3.9% | -12.6% | -17.0% |
| 6M | -32.6% | +13.6% | -46.2% | -52.5% |
| YTD | -34.4% | +12.7% | -47.1% | -52.1% |
| 1Y | -58.9% | +17.6% | -76.4% | -74.2% |
| All | -58.9% | +18.2% | -77.1% | -74.2% |
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