-97.8%
NMTC vs VT
+153.5%
-251.2%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | -8.5% | +0.4% | -8.9% | -8.7% |
| 30D | -1.8% | +1.0% | -2.8% | -2.3% |
| 3M | -53.4% | +2.4% | -55.8% | -54.2% |
| 6M | -65.8% | +12.0% | -77.8% | -68.6% |
| YTD | -64.4% | +15.3% | -79.7% | -68.0% |
| 1Y | -63.1% | +22.6% | -85.6% | -68.1% |
| 3Y | -69.0% | +74.7% | -143.6% | -78.4% |
| 5Y | -94.3% | +66.1% | -160.4% | -95.9% |
| All | -97.8% | +153.5% | -251.2% | -98.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling