+223.7%
NML price history and return analytics
+66.2%
+157.5%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.8% |
| 7D | -0.3% | +1.0% | -1.3% | -1.0% |
| 30D | +5.7% | -0.2% | +5.9% | +5.8% |
| 3M | +6.4% | +4.5% | +1.9% | +2.6% |
| 6M | +9.1% | +14.1% | -5.0% | -2.6% |
| YTD | +32.3% | +14.8% | +17.5% | +17.3% |
| 1Y | +34.0% | +21.2% | +12.9% | +13.3% |
| 3Y | +96.1% | +76.6% | +19.5% | +18.1% |
| 5Y | +223.7% | +66.6% | +157.1% | +107.2% |
| All | +223.7% | +66.2% | +157.5% | +107.2% |
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 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