+897.6%
NC price history and return analytics
+357.8%
+539.8%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.6% |
| 7D | +5.7% | +2.9% | +2.9% | +2.1% |
| 30D | 0.0% | -2.5% | +2.5% | +2.8% |
| 3M | -15.7% | -3.3% | -12.4% | -12.6% |
| 6M | -27.8% | +1.5% | -29.4% | -30.1% |
| YTD | -27.1% | +11.4% | -38.5% | -37.4% |
| 1Y | -28.6% | +11.9% | -40.5% | -39.1% |
| 3Y | +8.7% | +73.9% | -65.2% | -47.6% |
| 5Y | +17.3% | +57.9% | -40.6% | -36.4% |
| 10Y | +120.1% | +222.6% | -102.6% | -55.9% |
| All | +897.6% | +357.8% | +539.8% | +27.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling