+82.7%
NMRK vs VT
+74.1%
+8.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.6% | -1.3% | -2.3% |
| 7D | +0.2% | +0.4% | -0.1% | -0.4% |
| 30D | -0.4% | -2.6% | +2.2% | +3.2% |
| 3M | -18.2% | -3.2% | -14.9% | -14.4% |
| 6M | -27.3% | +0.9% | -28.2% | -28.9% |
| YTD | -29.7% | +11.3% | -41.0% | -40.9% |
| 1Y | -29.8% | +14.0% | -43.8% | -43.2% |
| 3Y | +82.7% | +75.8% | +6.9% | -43.8% |
| All | +82.7% | +74.1% | +8.6% | -43.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling