-81.1%
NAII vs VOO
+315.3%
-396.4%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.2% |
| 7D | -5.7% | -0.4% | -5.3% | -5.5% |
| 30D | -14.2% | -1.4% | -12.8% | -13.7% |
| 3M | -20.3% | +3.7% | -24.0% | -21.3% |
| 6M | -28.8% | +13.0% | -41.9% | -31.9% |
| YTD | -44.1% | +12.4% | -56.6% | -46.4% |
| 1Y | -39.0% | +18.6% | -57.6% | -42.6% |
| 3Y | -68.8% | +78.1% | -146.8% | -74.7% |
| 5Y | -88.4% | +82.3% | -170.7% | -90.8% |
| 10Y | -81.1% | +322.5% | -403.6% | -88.6% |
| All | -81.1% | +315.3% | -396.4% | -88.6% |
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