-100.0%
NCNA price history and return analytics
+65.7%
-165.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.4% | -2.7% |
| 7D | -5.7% | -1.1% | -4.6% | -4.2% |
| 30D | -7.7% | -1.0% | -6.7% | -6.3% |
| 3M | -33.7% | +3.2% | -36.8% | -36.2% |
| 6M | -32.3% | +12.5% | -44.8% | -42.5% |
| YTD | -63.3% | +14.1% | -77.4% | -69.4% |
| 1Y | -64.0% | +18.9% | -82.9% | -71.5% |
| 3Y | -100.0% | +74.1% | -174.0% | -100.0% |
| All | -100.0% | +65.7% | -165.7% | -100.0% |
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