-100.0%
NCNA price history and return analytics
+171.1%
-271.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -1.2% |
| 7D | -6.3% | -2.0% | -4.3% | -3.9% |
| 30D | -6.9% | -1.4% | -5.5% | -5.2% |
| 3M | -31.3% | +4.7% | -36.0% | -34.8% |
| 6M | -33.3% | +11.4% | -44.7% | -41.3% |
| YTD | -62.8% | +13.1% | -75.8% | -67.8% |
| 1Y | -58.9% | +19.0% | -77.9% | -66.3% |
| 3Y | -100.0% | +73.9% | -173.9% | -100.0% |
| 5Y | -100.0% | +65.4% | -165.4% | -100.0% |
| All | -100.0% | +171.1% | -271.1% | -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 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