+21.7%
NMFCZ vs VOO
+73.8%
-52.1%
-3.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.6% | +0.2% |
| 7D | +0.1% | -0.4% | +0.4% | +0.1% |
| 30D | +0.4% | -1.4% | +1.7% | +0.4% |
| 3M | +0.9% | +3.7% | -2.8% | +0.8% |
| 6M | +4.2% | +13.0% | -8.9% | +3.6% |
| YTD | +5.2% | +12.4% | -7.3% | +4.7% |
| 1Y | +7.9% | +18.6% | -10.7% | +7.1% |
| All | +21.7% | +73.8% | -52.1% | +19.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling