+101.4%
NOCT vs VOO
+181.2%
-79.8%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.2% | -0.4% |
| 7D | +1.8% | +2.6% | -0.7% | +0.6% |
| 30D | -3.7% | -2.0% | -1.7% | -2.8% |
| 3M | -2.9% | -2.8% | -0.1% | -1.6% |
| 6M | 0.0% | +2.2% | -2.1% | -1.0% |
| YTD | +6.6% | +11.5% | -4.9% | +1.1% |
| 1Y | +8.4% | +13.5% | -5.1% | +2.0% |
| 3Y | +40.6% | +78.1% | -37.5% | +7.5% |
| 5Y | +53.0% | +73.1% | -20.2% | +16.5% |
| All | +101.4% | +181.2% | -79.8% | +25.8% |
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