-49.8%
NTIC price history and return analytics
+63.7%
-113.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.9% | +4.9% | +4.5% |
| 7D | -1.6% | -2.0% | +0.4% | -0.7% |
| 30D | -1.5% | -1.4% | -0.1% | -0.9% |
| 3M | -0.9% | +4.7% | -5.6% | -3.0% |
| 6M | -8.8% | +11.4% | -20.1% | -13.5% |
| YTD | +1.0% | +13.1% | -12.1% | -5.0% |
| 1Y | +0.2% | +19.0% | -18.8% | -8.3% |
| 3Y | -38.9% | +73.9% | -112.9% | -51.8% |
| 5Y | -49.8% | +65.4% | -115.2% | -59.5% |
| All | -49.8% | +63.7% | -113.5% | -59.5% |
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