-19.0%
NMFC vs VOO
+20.9%
-39.9%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.4% |
| 7D | -0.8% | +0.1% | -0.9% | -0.9% |
| 30D | +1.8% | +0.1% | +1.7% | +1.7% |
| 3M | -3.5% | +2.0% | -5.5% | -4.4% |
| 6M | -1.1% | +13.0% | -14.1% | -7.6% |
| YTD | -12.5% | +13.6% | -26.1% | -18.6% |
| 1Y | -19.0% | +20.1% | -39.1% | -25.0% |
| All | -19.0% | +20.9% | -39.9% | -25.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling