+20.4%
NMZ price history and return analytics
+229.8%
-209.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.3% |
| 7D | -2.6% | -1.1% | -1.5% | -2.2% |
| 30D | -5.6% | -1.0% | -4.6% | -5.2% |
| 3M | -5.3% | +3.2% | -8.4% | -6.5% |
| 6M | -5.1% | +12.5% | -17.6% | -9.5% |
| YTD | -0.9% | +14.1% | -14.9% | -6.0% |
| 1Y | -1.7% | +18.9% | -20.6% | -8.3% |
| 3Y | +18.4% | +74.1% | -55.7% | -5.9% |
| 5Y | -13.1% | +66.9% | -79.9% | -30.2% |
| All | +20.4% | +229.8% | -209.4% | -30.0% |
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 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