+26.7%
NCZ vs VOO
+82.3%
-55.6%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.5% |
| 7D | +1.0% | +0.5% | +0.5% | +0.5% |
| 30D | -1.9% | -0.9% | -0.9% | -1.0% |
| 3M | +3.2% | +3.9% | -0.6% | -0.3% |
| 6M | +15.6% | +14.5% | +1.1% | +2.3% |
| YTD | +19.3% | +13.0% | +6.3% | +6.8% |
| 1Y | +24.6% | +19.4% | +5.2% | +6.1% |
| 3Y | +84.2% | +78.9% | +5.3% | +6.8% |
| 5Y | +26.7% | +82.3% | -55.6% | -28.9% |
| All | +26.7% | +82.3% | -55.6% | -28.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling