-99.2%
NCTY price history and return analytics
+229.8%
-329.0%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +0.9% | +10.9% | +10.5% |
| 7D | -10.9% | -1.1% | -9.8% | -9.2% |
| 30D | +4.5% | -1.0% | +5.5% | +6.2% |
| 3M | -8.7% | +3.2% | -11.9% | -12.4% |
| 6M | -32.6% | +12.5% | -45.1% | -42.5% |
| YTD | -34.4% | +14.1% | -48.4% | -44.7% |
| 1Y | -58.9% | +18.9% | -77.8% | -66.8% |
| 3Y | -40.3% | +74.1% | -114.4% | -69.8% |
| 5Y | -96.8% | +66.9% | -163.7% | -98.2% |
| All | -99.2% | +229.8% | -329.0% | -99.6% |
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