-51.4%
NAAS vs VT
+11.9%
-63.3%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.6% | +5.5% | +5.3% |
| 7D | +12.7% | +2.9% | +9.8% | +10.0% |
| 30D | -44.2% | -2.5% | -41.7% | -42.5% |
| 3M | -48.5% | -3.3% | -45.2% | -46.7% |
| 6M | -27.6% | +1.5% | -29.1% | -27.8% |
| YTD | -48.8% | +11.4% | -60.2% | -51.5% |
| 1Y | -51.4% | +11.9% | -63.3% | -54.1% |
| All | -51.4% | +11.9% | -63.3% | -54.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling