+43.1%
NC price history and return analytics
+74.2%
-31.1%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.5% | +0.3% |
| 7D | -3.3% | -0.1% | -3.1% | -3.2% |
| 30D | -1.8% | -0.7% | -1.1% | -1.3% |
| 3M | -22.2% | +4.0% | -26.2% | -24.7% |
| 6M | -20.4% | +12.3% | -32.7% | -28.1% |
| YTD | -16.5% | +14.0% | -30.5% | -25.4% |
| 1Y | +3.7% | +20.3% | -16.6% | -11.8% |
| All | +43.1% | +74.2% | -31.1% | -4.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling