+433.5%
NMM vs VOO
+315.3%
+118.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +1.2% |
| 7D | -0.6% | -0.4% | -0.3% | -0.3% |
| 30D | +15.3% | -1.4% | +16.6% | +16.9% |
| 3M | +25.9% | +3.7% | +22.2% | +21.0% |
| 6M | +35.4% | +13.0% | +22.3% | +18.9% |
| YTD | +73.5% | +12.4% | +61.1% | +53.2% |
| 1Y | +85.7% | +18.6% | +67.1% | +54.7% |
| 3Y | +324.7% | +78.1% | +246.7% | +129.6% |
| 5Y | +205.4% | +82.3% | +123.1% | +60.2% |
| 10Y | +433.5% | +322.5% | +111.0% | +4.5% |
| All | +433.5% | +315.3% | +118.2% | +4.5% |
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