-46.4%
NAIL vs VT
+75.0%
-121.4%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | -7.9% | +0.4% | -8.4% | -9.0% |
| 30D | -21.4% | +1.0% | -22.4% | -23.4% |
| 3M | -9.3% | +2.4% | -11.6% | -15.1% |
| 6M | -38.5% | +12.0% | -50.5% | -55.4% |
| YTD | -28.6% | +15.3% | -43.9% | -53.1% |
| 1Y | -60.6% | +22.6% | -83.2% | -78.8% |
| All | -46.4% | +75.0% | -121.4% | -92.2% |
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