+282.3%
NCEW price history and return analytics
+23.4%
+258.9%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | +1.0% | -11.2% | -9.8% |
| 7D | -11.7% | +0.1% | -11.8% | -11.6% |
| 30D | -5.0% | +0.8% | -5.8% | -4.7% |
| 3M | -9.8% | +2.8% | -12.6% | -8.2% |
| 6M | +95.7% | +13.0% | +82.7% | +97.1% |
| YTD | +177.1% | +15.4% | +161.8% | +183.0% |
| All | +282.3% | +23.4% | +258.9% | +316.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling