+20.1%
NACP vs VT
+13.3%
+6.9%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.5% | +0.3% |
| 7D | -0.3% | -0.7% | +0.4% | +0.5% |
| 30D | -4.1% | -1.7% | -2.3% | -2.1% |
| 3M | -1.4% | -2.3% | +0.9% | +1.3% |
| 6M | +3.2% | +1.5% | +1.7% | +1.9% |
| YTD | +21.1% | +12.0% | +9.0% | +7.8% |
| 1Y | +20.1% | +12.9% | +7.3% | +6.1% |
| All | +20.1% | +13.3% | +6.9% | +6.1% |
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