-91.2%
NAII vs VOO
+314.4%
-405.6%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.3% | +1.7% | +2.5% |
| 7D | -6.4% | -0.9% | -5.5% | -6.1% |
| 30D | -15.6% | -2.3% | -13.2% | -14.9% |
| 3M | -52.8% | -1.2% | -51.6% | -52.6% |
| 6M | -61.4% | +3.3% | -64.8% | -61.9% |
| YTD | -71.2% | +12.3% | -83.6% | -72.4% |
| 1Y | -64.0% | +12.5% | -76.5% | -65.5% |
| 3Y | -84.0% | +79.2% | -163.2% | -87.0% |
| 5Y | -92.8% | +75.7% | -168.5% | -94.2% |
| 10Y | -91.2% | +313.7% | -404.9% | -93.2% |
| All | -91.2% | +314.4% | -405.6% | -93.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling