-97.8%
NMTC vs VOO
+217.3%
-315.1%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.1% | -1.8% |
| 7D | -3.7% | -0.8% | -2.9% | -3.2% |
| 30D | +2.6% | -1.1% | +3.7% | +3.4% |
| 3M | -51.9% | +3.9% | -55.7% | -53.0% |
| 6M | -67.1% | +13.6% | -80.7% | -69.7% |
| YTD | -65.7% | +12.7% | -78.4% | -68.3% |
| 1Y | -70.9% | +17.6% | -88.5% | -73.7% |
| 3Y | -73.1% | +77.3% | -150.5% | -80.6% |
| 5Y | -94.3% | +84.1% | -178.5% | -96.0% |
| All | -97.8% | +217.3% | -315.1% | -98.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling