-40.3%
NCTY vs VOO
+77.4%
-117.7%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +0.8% | +10.9% | +10.3% |
| 7D | -10.9% | -0.8% | -10.1% | -9.4% |
| 30D | +4.5% | -1.1% | +5.6% | +6.8% |
| 3M | -8.7% | +3.9% | -12.6% | -14.4% |
| 6M | -32.6% | +13.6% | -46.2% | -46.0% |
| YTD | -34.4% | +12.7% | -47.1% | -46.0% |
| 1Y | -58.9% | +17.6% | -76.4% | -68.0% |
| 3Y | -40.3% | +77.3% | -117.6% | -75.0% |
| All | -40.3% | +77.4% | -117.7% | -75.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling