-97.2%
NCTY price history and return analytics
+63.7%
-160.8%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.5% | +0.7% |
| 7D | -22.1% | -2.0% | -20.1% | -18.1% |
| 30D | -10.3% | -1.4% | -8.9% | -7.2% |
| 3M | -14.2% | +4.7% | -18.9% | -23.1% |
| 6M | -39.1% | +11.4% | -50.4% | -53.1% |
| YTD | -41.3% | +13.1% | -54.3% | -56.0% |
| 1Y | -60.7% | +19.0% | -79.7% | -73.5% |
| 3Y | -48.1% | +73.9% | -122.0% | -86.4% |
| 5Y | -97.2% | +65.4% | -162.6% | -99.0% |
| All | -97.2% | +63.7% | -160.8% | -99.0% |
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