-96.6%
NCI price history and return analytics
+56.9%
-153.4%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.9% | +1.3% | +2.1% |
| 7D | -4.2% | -1.1% | -3.1% | -4.1% |
| 30D | +5.8% | -1.0% | +6.8% | +5.9% |
| 3M | +18.2% | +3.2% | +15.1% | +17.6% |
| 6M | -86.1% | +12.5% | -98.6% | -86.2% |
| YTD | +43.5% | +14.1% | +29.4% | +40.8% |
| 1Y | -20.9% | +18.9% | -39.8% | -25.8% |
| All | -96.6% | +56.9% | -153.4% | -97.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling