+172.0%
NCV vs VOO
+807.8%
-635.9%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.1% |
| 7D | -0.6% | -0.4% | -0.2% | -0.3% |
| 30D | -4.4% | -1.4% | -3.0% | -3.3% |
| 3M | -1.3% | +3.7% | -5.0% | -4.2% |
| 6M | +15.2% | +13.0% | +2.1% | +4.3% |
| YTD | +15.6% | +12.4% | +3.1% | +5.1% |
| 1Y | +20.0% | +18.6% | +1.4% | +4.4% |
| 3Y | +77.4% | +78.1% | -0.6% | +10.5% |
| 5Y | +17.8% | +82.3% | -64.5% | -28.2% |
| 10Y | +93.0% | +322.5% | -229.5% | -36.0% |
| All | +172.0% | +807.8% | -635.9% | -45.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling