+6.3%
NTIC price history and return analytics
+368.8%
-362.5%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.6% | -3.3% | -3.7% |
| 7D | -3.9% | -0.1% | -3.8% | -3.9% |
| 30D | -6.4% | -0.7% | -5.7% | -6.2% |
| 3M | -5.2% | +4.0% | -9.2% | -6.7% |
| 6M | -13.4% | +12.3% | -25.6% | -17.4% |
| YTD | -3.0% | +14.0% | -17.0% | -8.0% |
| 1Y | -6.0% | +20.3% | -26.3% | -12.8% |
| 3Y | -41.3% | +75.4% | -116.7% | -52.6% |
| 5Y | -51.7% | +66.0% | -117.7% | -60.6% |
| 10Y | +29.5% | +228.2% | -198.7% | -16.1% |
| All | +6.3% | +368.8% | -362.5% | -45.0% |
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 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