+129.0%
NML price history and return analytics
+217.6%
-88.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.2% | +2.3% |
| 7D | -5.8% | -0.1% | -5.6% | -5.8% |
| 30D | -3.5% | -3.1% | -0.5% | -0.4% |
| 3M | -3.9% | -3.5% | -0.4% | -0.5% |
| 6M | +3.3% | +0.5% | +2.8% | +1.2% |
| YTD | +23.1% | +10.8% | +12.3% | +6.0% |
| 1Y | +25.4% | +11.9% | +13.5% | +6.5% |
| 3Y | +91.4% | +73.0% | +18.4% | -7.7% |
| 5Y | +164.9% | +58.6% | +106.3% | +42.2% |
| 10Y | +129.0% | +219.2% | -90.2% | -48.2% |
| All | +129.0% | +217.6% | -88.7% | -48.2% |
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 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