-26.6%
NMM vs VOO
+798.5%
-825.1%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.3% | -3.0% | -3.1% |
| 7D | -2.2% | +0.1% | -2.3% | -2.6% |
| 30D | -8.9% | -3.3% | -5.6% | -5.9% |
| 3M | +6.9% | -2.4% | +9.3% | +9.3% |
| 6M | +13.3% | +2.6% | +10.7% | +9.2% |
| YTD | +62.0% | +11.3% | +50.7% | +43.4% |
| 1Y | +75.0% | +13.4% | +61.6% | +51.6% |
| 3Y | +297.7% | +80.3% | +217.4% | +107.6% |
| 5Y | +178.8% | +72.7% | +106.1% | +51.2% |
| 10Y | +439.9% | +310.0% | +129.9% | +14.3% |
| All | -26.6% | +798.5% | -825.1% | -92.1% |
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