-72.6%
NAII vs VOO
+817.1%
-889.7%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.8% |
| 7D | -3.7% | +0.1% | -3.8% | -3.7% |
| 30D | -8.0% | +0.1% | -8.0% | -7.9% |
| 3M | -17.8% | +2.0% | -19.8% | -18.3% |
| 6M | -24.9% | +13.0% | -37.9% | -27.8% |
| YTD | -41.9% | +13.6% | -55.5% | -44.2% |
| 1Y | -45.4% | +20.1% | -65.5% | -48.4% |
| 3Y | -66.3% | +77.6% | -143.9% | -72.0% |
| 5Y | -87.5% | +82.4% | -170.0% | -89.8% |
| 10Y | -79.7% | +316.8% | -396.6% | -86.5% |
| All | -72.6% | +817.1% | -889.7% | -83.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling