+72.0%
NMM vs VOO
+11.8%
+60.2%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.7% | +1.5% |
| 7D | +6.1% | +3.3% | +2.8% | +4.4% |
| 30D | -7.6% | -2.7% | -5.0% | -6.3% |
| 3M | +12.0% | -1.7% | +13.8% | +13.1% |
| 6M | +21.6% | +3.1% | +18.5% | +18.6% |
| YTD | +70.4% | +11.9% | +58.5% | +52.4% |
| 1Y | +72.0% | +12.1% | +60.0% | +53.9% |
| All | +72.0% | +11.8% | +60.2% | +53.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling