+25.5%
NMRK vs VT
+163.3%
-137.8%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.3% | +2.3% |
| 7D | -3.7% | +0.4% | -4.1% | -4.4% |
| 30D | -1.7% | +1.0% | -2.7% | -3.3% |
| 3M | +5.4% | +2.4% | +3.1% | +0.7% |
| 6M | +2.1% | +12.0% | -9.9% | -16.1% |
| YTD | -11.2% | +15.3% | -26.5% | -30.6% |
| 1Y | -13.9% | +22.6% | -36.5% | -39.4% |
| 3Y | +117.8% | +74.7% | +43.1% | -13.7% |
| 5Y | +21.2% | +66.1% | -44.9% | -46.2% |
| All | +25.5% | +163.3% | -137.8% | -68.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling