+881.2%
NC price history and return analytics
+356.5%
+524.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.4% | -1.3% |
| 7D | +1.8% | +2.4% | -0.5% | -1.0% |
| 30D | +1.7% | -1.5% | +3.2% | +3.3% |
| 3M | -16.9% | -4.1% | -12.8% | -12.9% |
| 6M | -28.2% | +0.6% | -28.7% | -29.6% |
| YTD | -28.3% | +11.0% | -39.3% | -38.2% |
| 1Y | -29.9% | +13.3% | -43.3% | -41.2% |
| 3Y | +3.7% | +73.4% | -69.7% | -49.8% |
| 5Y | +15.4% | +57.4% | -42.1% | -37.3% |
| 10Y | +116.4% | +221.7% | -105.3% | -56.5% |
| All | +881.2% | +356.5% | +524.6% | +25.8% |
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