-94.5%
NMTC price history and return analytics
+65.7%
-160.2%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.2% | -2.0% |
| 7D | -3.7% | -1.1% | -2.6% | -2.9% |
| 30D | +2.6% | -1.0% | +3.6% | +3.6% |
| 3M | -51.9% | +3.2% | -55.0% | -53.0% |
| 6M | -67.1% | +12.5% | -79.6% | -70.1% |
| YTD | -65.7% | +14.1% | -79.8% | -69.3% |
| 1Y | -70.9% | +18.9% | -89.8% | -74.8% |
| 3Y | -73.1% | +74.1% | -147.2% | -81.8% |
| All | -94.5% | +65.7% | -160.2% | -95.8% |
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