-0.9%
NMCO vs VT
+144.7%
-145.6%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -2.4% |
| 7D | +1.9% | +1.0% | +0.9% | +1.6% |
| 30D | -5.2% | -0.2% | -4.9% | -5.1% |
| 3M | -5.3% | +4.5% | -9.8% | -7.0% |
| 6M | -2.3% | +14.1% | -16.3% | -7.5% |
| YTD | +2.3% | +14.8% | -12.5% | -3.4% |
| 1Y | +0.7% | +21.2% | -20.5% | -7.1% |
| 3Y | +12.2% | +76.6% | -64.4% | -12.3% |
| 5Y | -12.1% | +66.6% | -78.6% | -29.8% |
| All | -0.9% | +144.7% | -145.6% | -41.7% |
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