-3.6%
NMCO vs VOO
+183.4%
-187.0%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | 0.0% |
| 7D | -5.2% | -0.8% | -4.4% | -4.9% |
| 30D | -7.5% | -1.1% | -6.4% | -7.1% |
| 3M | -8.4% | +3.9% | -12.3% | -9.7% |
| 6M | -6.2% | +13.6% | -19.8% | -10.6% |
| YTD | -0.5% | +12.7% | -13.2% | -4.9% |
| 1Y | -3.5% | +17.6% | -21.1% | -9.3% |
| 3Y | +8.8% | +77.3% | -68.5% | -13.5% |
| 5Y | -14.7% | +84.1% | -98.8% | -34.0% |
| All | -3.6% | +183.4% | -187.0% | -43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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