-82.0%
NAII vs VT
+69.7%
-151.7%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.0% |
| 7D | +3.7% | -2.3% | +6.1% | +4.7% |
| 30D | -14.0% | -5.0% | -9.0% | -12.0% |
| 3M | -53.4% | -4.9% | -48.5% | -52.3% |
| 6M | -59.2% | -1.5% | -57.6% | -58.9% |
| YTD | -69.0% | +8.5% | -77.5% | -69.8% |
| 1Y | -61.9% | +11.4% | -73.2% | -63.2% |
| 3Y | -82.0% | +70.1% | -152.1% | -84.4% |
| All | -82.0% | +69.7% | -151.7% | -84.4% |
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 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