-66.8%
NAII vs VT
+75.0%
-141.7%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -18.7% |
| 6M | -24.9% | +12.0% | -36.9% | -28.4% |
| YTD | -41.9% | +15.3% | -57.2% | -45.0% |
| 1Y | -45.4% | +22.6% | -68.0% | -49.1% |
| All | -66.8% | +75.0% | -141.7% | -70.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling