+157.7%
NEM price history and return analytics
+65.7%
+92.0%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.8% |
| 7D | +3.1% | -0.1% | +3.2% | +3.2% |
| 30D | +10.0% | -0.7% | +10.7% | +10.7% |
| 3M | +30.9% | +4.0% | +26.9% | +27.4% |
| 6M | +10.5% | +12.3% | -1.8% | +2.4% |
| YTD | +29.7% | +14.0% | +15.7% | +19.4% |
| 1Y | +71.1% | +20.3% | +50.8% | +52.5% |
| 3Y | +252.1% | +75.4% | +176.7% | +151.2% |
| 5Y | +157.7% | +66.0% | +91.8% | +68.8% |
| All | +157.7% | +65.7% | +92.0% | +68.8% |
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