+3.1%
NMI vs VOO
+82.8%
-79.7%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.8% | -2.6% | -1.9% |
| 7D | -4.3% | -0.8% | -3.5% | -4.2% |
| 30D | -7.2% | -1.1% | -6.1% | -7.1% |
| 3M | -8.8% | +3.9% | -12.7% | -9.3% |
| 6M | +2.6% | +13.6% | -11.1% | +0.7% |
| YTD | +3.5% | +12.7% | -9.3% | +1.7% |
| 1Y | +5.5% | +17.6% | -12.1% | +3.1% |
| 3Y | +25.0% | +77.3% | -52.3% | +15.0% |
| All | +3.1% | +82.8% | -79.7% | -6.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling