+6.4%
NMS price history and return analytics
+223.7%
-217.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.6% | -2.0% | +0.2% |
| 7D | +3.0% | +0.4% | +2.6% | +2.9% |
| 30D | +10.4% | -2.6% | +13.0% | +10.9% |
| 3M | -5.1% | -3.2% | -1.8% | -4.5% |
| 6M | -9.7% | +0.9% | -10.7% | -9.9% |
| YTD | -2.6% | +11.3% | -13.9% | -4.6% |
| 1Y | -3.0% | +14.0% | -17.0% | -5.5% |
| 3Y | +31.9% | +75.8% | -44.0% | +17.6% |
| 5Y | -7.9% | +57.8% | -65.7% | -16.4% |
| 10Y | +6.4% | +219.8% | -213.4% | -29.5% |
| All | +6.4% | +223.7% | -217.3% | -29.5% |
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