+81.3%
NACP vs VT
+57.4%
+23.9%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.6% | +0.5% | +0.4% |
| 7D | -0.3% | +0.4% | -0.7% | -0.6% |
| 30D | -5.7% | -2.6% | -3.1% | -3.0% |
| 3M | -2.8% | -3.2% | +0.4% | +0.7% |
| 6M | +2.6% | +0.9% | +1.6% | +1.8% |
| YTD | +19.4% | +11.3% | +8.1% | +7.1% |
| 1Y | +20.6% | +14.0% | +6.6% | +5.5% |
| 3Y | +97.1% | +75.8% | +21.2% | +10.6% |
| 5Y | +81.3% | +57.8% | +23.4% | +14.8% |
| All | +81.3% | +57.4% | +23.9% | +14.8% |
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