-40.3%
NCTY price history and return analytics
+74.2%
-114.5%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +0.9% | +10.9% | +10.1% |
| 7D | -10.9% | -1.1% | -9.8% | -8.6% |
| 30D | +4.5% | -1.0% | +5.5% | +6.8% |
| 3M | -8.7% | +3.2% | -11.9% | -13.8% |
| 6M | -32.6% | +12.5% | -45.1% | -46.4% |
| YTD | -34.4% | +14.1% | -48.4% | -48.7% |
| 1Y | -58.9% | +18.9% | -77.8% | -69.8% |
| 3Y | -40.3% | +74.1% | -114.4% | -77.0% |
| All | -40.3% | +74.2% | -114.5% | -77.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling