-20.3%
NMM vs VOO
+817.1%
-837.4%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.3% |
| 7D | +5.7% | +0.1% | +5.6% | +5.6% |
| 30D | +17.7% | +0.1% | +17.7% | +17.6% |
| 3M | +29.2% | +2.0% | +27.2% | +26.0% |
| 6M | +29.1% | +13.0% | +16.1% | +13.0% |
| YTD | +76.1% | +13.6% | +62.5% | +53.1% |
| 1Y | +92.6% | +20.1% | +72.5% | +57.4% |
| 3Y | +316.7% | +77.6% | +239.2% | +121.9% |
| 5Y | +201.3% | +82.4% | +118.8% | +54.5% |
| 10Y | +445.2% | +316.8% | +128.3% | +14.1% |
| All | -20.3% | +817.1% | -837.4% | -91.6% |
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 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