-98.8%
NMTC vs VT
+138.4%
-237.2%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.9% | +1.9% |
| 7D | -5.2% | -2.3% | -2.9% | -3.5% |
| 30D | -20.8% | -5.0% | -15.9% | -17.8% |
| 3M | -43.3% | -4.9% | -38.4% | -41.1% |
| 6M | -79.6% | -1.5% | -78.0% | -79.3% |
| YTD | -80.7% | +8.5% | -89.2% | -81.8% |
| 1Y | -79.6% | +11.4% | -91.0% | -81.2% |
| 3Y | -84.1% | +70.1% | -154.2% | -88.6% |
| 5Y | -94.8% | +53.7% | -148.5% | -96.0% |
| All | -98.8% | +138.4% | -237.2% | -99.2% |
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