-1.9%
NMT price history and return analytics
+65.7%
-67.6%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -1.2% |
| 7D | -6.9% | -1.1% | -5.8% | -6.7% |
| 30D | -8.6% | -1.0% | -7.6% | -8.4% |
| 3M | -9.1% | +3.2% | -12.3% | -9.6% |
| 6M | -1.0% | +12.5% | -13.4% | -2.9% |
| YTD | +6.0% | +14.1% | -8.1% | +3.7% |
| 1Y | +5.8% | +18.9% | -13.1% | +2.9% |
| 3Y | +39.0% | +74.1% | -35.1% | +26.8% |
| All | -1.9% | +65.7% | -67.6% | -10.0% |
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