+73.2%
NMT vs VOO
+807.8%
-734.7%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.0% | +0.6% |
| 7D | -1.0% | -0.4% | -0.6% | -0.9% |
| 30D | -2.7% | -1.4% | -1.3% | -2.5% |
| 3M | -4.9% | +3.7% | -8.6% | -5.4% |
| 6M | +5.1% | +13.0% | -8.0% | +3.1% |
| YTD | +12.0% | +12.4% | -0.4% | +10.0% |
| 1Y | +12.2% | +18.6% | -6.4% | +9.2% |
| 3Y | +46.7% | +78.1% | -31.4% | +33.8% |
| 5Y | +2.9% | +82.3% | -79.3% | -6.8% |
| 10Y | +28.2% | +322.5% | -294.3% | +3.5% |
| All | +73.2% | +807.8% | -734.7% | +32.3% |
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