-99.3%
NCTY vs VT
+223.7%
-323.0%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +2.6% | +4.2% | +3.2% |
| 7D | +5.6% | +0.4% | +5.3% | +4.6% |
| 30D | -20.3% | -2.6% | -17.7% | -17.5% |
| 3M | -40.1% | -3.2% | -36.9% | -37.2% |
| 6M | -51.4% | +0.9% | -52.3% | -52.0% |
| YTD | -55.7% | +11.3% | -67.0% | -61.4% |
| 1Y | -62.6% | +14.0% | -76.7% | -68.5% |
| 3Y | -62.7% | +75.8% | -138.6% | -81.6% |
| 5Y | -97.5% | +57.8% | -155.3% | -98.5% |
| 10Y | -99.3% | +219.8% | -319.1% | -99.7% |
| All | -99.3% | +223.7% | -323.0% | -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