+51.9%
NMFC vs VOO
+325.3%
-273.4%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.5% |
| 7D | -3.2% | -0.8% | -2.4% | -2.7% |
| 30D | -6.1% | -1.1% | -5.0% | -5.4% |
| 3M | -5.2% | +3.9% | -9.1% | -7.7% |
| 6M | -2.8% | +13.6% | -16.5% | -11.4% |
| YTD | -15.3% | +12.7% | -28.0% | -22.4% |
| 1Y | -20.6% | +17.6% | -38.2% | -29.5% |
| 3Y | -17.5% | +77.3% | -94.8% | -46.3% |
| 5Y | -4.3% | +84.1% | -88.4% | -40.7% |
| All | +51.9% | +325.3% | -273.4% | -48.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling