+247.7%
NEM price history and return analytics
+76.6%
+171.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.2% |
| 7D | +3.9% | +1.0% | +2.8% | +2.7% |
| 30D | +12.7% | -0.2% | +13.0% | +13.1% |
| 3M | +28.7% | +4.5% | +24.1% | +23.1% |
| 6M | +9.8% | +14.1% | -4.3% | -2.9% |
| YTD | +28.1% | +14.8% | +13.3% | +13.3% |
| 1Y | +69.3% | +21.2% | +48.2% | +43.4% |
| 3Y | +247.7% | +76.6% | +171.1% | +104.1% |
| All | +247.7% | +76.6% | +171.1% | +104.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling