+196.0%
NMM vs VT
+53.2%
+142.8%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.1% | +2.3% | +2.0% |
| 7D | -7.6% | -4.2% | -3.4% | -4.1% |
| 30D | -8.0% | -5.8% | -2.2% | -2.9% |
| 3M | +7.4% | -5.2% | +12.7% | +12.6% |
| 6M | +9.8% | +0.1% | +9.7% | +8.5% |
| YTD | +60.7% | +8.2% | +52.4% | +47.1% |
| 1Y | +73.9% | +10.1% | +63.8% | +56.4% |
| 3Y | +274.7% | +69.7% | +205.1% | +119.2% |
| 5Y | +196.0% | +53.4% | +142.6% | +110.2% |
| All | +196.0% | +53.2% | +142.8% | +110.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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