+92.9%
NTIC vs VOO
+812.0%
-719.1%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.6% | -0.9% |
| 7D | -1.2% | +0.5% | -1.8% | -1.5% |
| 30D | -6.2% | -0.9% | -5.2% | -5.8% |
| 3M | -1.6% | +3.9% | -5.5% | -3.3% |
| 6M | -8.5% | +14.5% | -23.0% | -13.8% |
| YTD | +1.0% | +13.0% | -11.9% | -4.4% |
| 1Y | +0.6% | +19.4% | -18.8% | -7.2% |
| 3Y | -38.9% | +78.9% | -117.8% | -52.1% |
| 5Y | -49.9% | +82.3% | -132.2% | -61.5% |
| 10Y | +27.9% | +314.2% | -286.4% | -26.8% |
| All | +92.9% | +812.0% | -719.1% | -9.0% |
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