+206.7%
NCV price history and return analytics
+371.8%
-165.1%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | 0.0% |
| 7D | -0.4% | +1.0% | -1.4% | -1.3% |
| 30D | -3.7% | -0.2% | -3.5% | -3.5% |
| 3M | -1.3% | +4.5% | -5.8% | -5.3% |
| 6M | +12.7% | +14.1% | -1.3% | -0.4% |
| YTD | +16.1% | +14.8% | +1.4% | +2.0% |
| 1Y | +21.9% | +21.2% | +0.7% | +1.8% |
| 3Y | +78.3% | +76.6% | +1.7% | +4.5% |
| 5Y | +17.8% | +66.6% | -48.8% | -27.1% |
| 10Y | +87.6% | +222.3% | -134.6% | -36.0% |
| All | +206.7% | +371.8% | -165.1% | -28.4% |
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