-84.4%
NAII vs VOO
+78.8%
-163.2%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.0% | -0.3% | -12.7% | -12.9% |
| 7D | -5.7% | -0.6% | -5.1% | -5.5% |
| 30D | -12.3% | -3.6% | -8.6% | -11.1% |
| 3M | -57.1% | -2.7% | -54.4% | -56.6% |
| 6M | -62.5% | +2.2% | -64.8% | -62.8% |
| YTD | -72.1% | +10.9% | -83.0% | -73.0% |
| 1Y | -64.5% | +11.3% | -75.9% | -65.8% |
| 3Y | -84.4% | +76.9% | -161.4% | -86.0% |
| All | -84.4% | +78.8% | -163.2% | -86.0% |
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