+4.0%
NMS price history and return analytics
+222.7%
-218.7%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -1.0% |
| 7D | +0.4% | -0.1% | +0.5% | +0.4% |
| 30D | -8.9% | -0.7% | -8.3% | -8.8% |
| 3M | -12.5% | +4.0% | -16.5% | -13.2% |
| 6M | -9.4% | +12.3% | -21.7% | -11.4% |
| YTD | -6.0% | +14.0% | -20.0% | -8.3% |
| 1Y | -2.5% | +20.3% | -22.8% | -5.9% |
| 3Y | +22.3% | +75.4% | -53.1% | +9.2% |
| 5Y | -11.9% | +66.0% | -77.9% | -20.9% |
| 10Y | +4.0% | +228.2% | -224.2% | -25.1% |
| All | +4.0% | +222.7% | -218.7% | -25.1% |
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