+51.9%
NMFC price history and return analytics
+229.8%
-177.9%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.5% |
| 7D | -3.2% | -1.1% | -2.1% | -2.4% |
| 30D | -6.1% | -1.0% | -5.1% | -5.4% |
| 3M | -5.2% | +3.2% | -8.3% | -7.5% |
| 6M | -2.8% | +12.5% | -15.3% | -11.6% |
| YTD | -15.3% | +14.1% | -29.4% | -23.9% |
| 1Y | -20.6% | +18.9% | -39.6% | -31.1% |
| 3Y | -17.5% | +74.1% | -91.6% | -47.8% |
| 5Y | -4.3% | +66.9% | -71.2% | -38.1% |
| All | +51.9% | +229.8% | -177.9% | -44.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling