-80.7%
NAII vs VT
+224.5%
-305.2%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | -3.7% | +0.4% | -4.2% | -3.9% |
| 30D | -8.0% | +1.0% | -8.9% | -8.3% |
| 3M | -17.8% | +2.4% | -20.2% | -18.6% |
| 6M | -24.9% | +12.0% | -36.9% | -28.4% |
| YTD | -41.9% | +15.3% | -57.2% | -45.3% |
| 1Y | -45.4% | +22.6% | -68.0% | -49.8% |
| 3Y | -66.3% | +74.7% | -141.0% | -73.5% |
| 5Y | -87.5% | +66.1% | -153.7% | -90.1% |
| All | -80.7% | +224.5% | -305.2% | -88.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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