-94.5%
NMTC vs VOO
+82.8%
-177.3%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.1% | -1.9% |
| 7D | -3.7% | -0.8% | -2.9% | -3.2% |
| 30D | +2.6% | -1.1% | +3.7% | +3.6% |
| 3M | -51.9% | +3.9% | -55.7% | -53.1% |
| 6M | -67.1% | +13.6% | -80.7% | -70.1% |
| YTD | -65.7% | +12.7% | -78.4% | -68.6% |
| 1Y | -70.9% | +17.6% | -88.5% | -74.1% |
| 3Y | -73.1% | +77.3% | -150.5% | -81.1% |
| All | -94.5% | +82.8% | -177.3% | -96.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling