-4.4%
NMFC price history and return analytics
+63.7%
-68.1%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.5% |
| 7D | -3.2% | -2.0% | -1.2% | -2.1% |
| 30D | -6.5% | -1.4% | -5.0% | -5.7% |
| 3M | -6.0% | +4.7% | -10.8% | -8.5% |
| 6M | -2.7% | +11.4% | -14.1% | -8.5% |
| YTD | -15.4% | +13.1% | -28.5% | -21.2% |
| 1Y | -20.5% | +19.0% | -39.5% | -28.1% |
| 3Y | -17.2% | +73.9% | -91.2% | -39.6% |
| 5Y | -4.4% | +65.4% | -69.8% | -31.0% |
| All | -4.4% | +63.7% | -68.1% | -31.0% |
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