-99.4%
NCTY vs VT
+215.5%
-314.9%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.2% | +2.5% | +2.4% |
| 7D | -11.7% | -2.3% | -9.4% | -9.2% |
| 30D | -22.8% | -5.0% | -17.9% | -17.4% |
| 3M | -47.3% | -4.9% | -42.4% | -43.5% |
| 6M | -54.2% | -1.5% | -52.6% | -53.2% |
| YTD | -58.6% | +8.5% | -67.0% | -62.6% |
| 1Y | -67.2% | +11.4% | -78.6% | -71.5% |
| 3Y | -57.8% | +70.1% | -127.8% | -78.2% |
| 5Y | -97.5% | +53.7% | -151.2% | -98.4% |
| All | -99.4% | +215.5% | -314.9% | -99.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling