-59.7%
NAII vs VOO
+14.7%
-74.4%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.6% | +2.2% | +2.4% |
| 7D | -5.2% | -0.7% | -4.5% | -4.6% |
| 30D | -23.1% | -1.1% | -22.0% | -22.4% |
| 3M | -52.6% | -0.3% | -52.2% | -52.4% |
| 6M | -58.8% | +7.4% | -66.2% | -60.9% |
| YTD | -69.3% | +13.4% | -82.6% | -71.8% |
| 1Y | -59.7% | +14.8% | -74.5% | -62.7% |
| All | -59.7% | +14.7% | -74.4% | -62.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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