+105.5%
NCA price history and return analytics
+364.8%
-259.3%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.5% | -0.2% |
| 7D | -1.1% | -2.0% | +0.9% | -0.8% |
| 30D | -3.5% | -1.4% | -2.1% | -3.3% |
| 3M | -3.8% | +4.7% | -8.5% | -4.6% |
| 6M | -2.5% | +11.4% | -13.8% | -4.3% |
| YTD | +1.2% | +13.1% | -11.8% | -1.0% |
| 1Y | +5.0% | +19.0% | -14.0% | +1.8% |
| 3Y | +17.1% | +73.9% | -56.8% | +6.2% |
| 5Y | +0.8% | +65.4% | -64.6% | -8.3% |
| 10Y | +14.2% | +225.4% | -211.2% | -7.8% |
| All | +105.5% | +364.8% | -259.3% | +43.6% |
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