-86.2%
NAII vs VT
+363.9%
-450.1%
-94.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.7% | +2.1% | +3.3% |
| 7D | -5.2% | -0.3% | -4.9% | -5.1% |
| 30D | -23.1% | -1.4% | -21.6% | -22.8% |
| 3M | -52.6% | -1.4% | -51.2% | -52.4% |
| 6M | -58.8% | +5.5% | -64.3% | -59.3% |
| YTD | -69.3% | +12.8% | -82.1% | -70.2% |
| 1Y | -59.7% | +15.4% | -75.1% | -61.1% |
| 3Y | -82.1% | +76.9% | -158.9% | -84.4% |
| 5Y | -91.5% | +60.4% | -151.9% | -92.5% |
| 10Y | -90.6% | +232.8% | -323.4% | -92.8% |
| All | -86.2% | +363.9% | -450.1% | -88.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling