-95.4%
NMTC vs VT
+57.0%
-152.4%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | 0.0% |
| 7D | -15.2% | +2.4% | -17.6% | -16.7% |
| 30D | -29.7% | -1.5% | -28.2% | -28.8% |
| 3M | -59.3% | -4.1% | -55.2% | -57.8% |
| 6M | -83.5% | +0.6% | -84.0% | -83.5% |
| YTD | -83.6% | +11.0% | -94.7% | -84.9% |
| 1Y | -81.7% | +13.3% | -95.0% | -83.4% |
| 3Y | -90.2% | +73.4% | -163.6% | -93.2% |
| All | -95.4% | +57.0% | -152.4% | -96.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling