+184.1%
NMFC vs VOO
+646.5%
-462.4%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.4% | -0.5% |
| 7D | -2.0% | -0.4% | -1.7% | -1.8% |
| 30D | -5.1% | -1.4% | -3.7% | -4.2% |
| 3M | -4.4% | +3.7% | -8.1% | -6.7% |
| 6M | -1.3% | +13.0% | -14.3% | -9.1% |
| YTD | -14.6% | +12.4% | -27.0% | -21.1% |
| 1Y | -19.9% | +18.6% | -38.5% | -28.7% |
| 3Y | -16.4% | +78.1% | -94.5% | -43.8% |
| 5Y | -3.6% | +82.3% | -85.9% | -37.4% |
| 10Y | +53.0% | +322.5% | -269.5% | -42.4% |
| All | +184.1% | +646.5% | -462.4% | -25.9% |
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