-69.1%
NAII vs VOO
+79.1%
-148.2%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.6% | -4.3% | -4.6% |
| 7D | -4.3% | +0.5% | -4.9% | -4.5% |
| 30D | -16.5% | -0.9% | -15.5% | -16.1% |
| 3M | -21.4% | +3.9% | -25.3% | -22.4% |
| 6M | -27.5% | +14.5% | -42.0% | -30.6% |
| YTD | -44.7% | +13.0% | -57.6% | -46.8% |
| 1Y | -41.9% | +19.4% | -61.4% | -44.9% |
| 3Y | -69.1% | +78.9% | -147.9% | -72.7% |
| All | -69.1% | +79.1% | -148.2% | -72.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling