-98.9%
NCRA price history and return analytics
+86.8%
-185.7%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.9% | +0.9% | +19.0% | +19.7% |
| 7D | +23.2% | -1.1% | +24.3% | +23.6% |
| 30D | -4.7% | -1.0% | -3.7% | -4.4% |
| 3M | -37.0% | +3.2% | -40.2% | -37.7% |
| 6M | -78.6% | +12.5% | -91.1% | -79.4% |
| YTD | -91.2% | +14.1% | -105.3% | -91.6% |
| 1Y | -95.1% | +18.9% | -114.0% | -95.4% |
| 3Y | -95.6% | +74.1% | -169.7% | -96.2% |
| 5Y | -98.9% | +66.9% | -165.7% | -99.1% |
| All | -98.9% | +86.8% | -185.7% | -99.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling