-97.8%
NMTC vs VOO
+214.6%
-312.4%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.6% | -4.2% | -4.4% |
| 7D | -4.8% | -2.0% | -2.8% | -3.6% |
| 30D | -1.2% | -1.7% | +0.4% | -0.1% |
| 3M | -52.4% | +4.7% | -57.2% | -53.8% |
| 6M | -66.8% | +12.6% | -79.3% | -69.2% |
| YTD | -65.3% | +11.8% | -77.0% | -67.7% |
| 1Y | -70.3% | +17.5% | -87.9% | -73.2% |
| 3Y | -71.2% | +77.0% | -148.1% | -79.1% |
| 5Y | -94.3% | +82.6% | -176.8% | -95.9% |
| All | -97.8% | +214.6% | -312.4% | -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 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