-35.0%
NAIL vs VT
+69.7%
-104.8%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.2% | -6.9% | -7.4% |
| 7D | +9.7% | -2.3% | +12.1% | +18.2% |
| 30D | +39.6% | -5.0% | +44.6% | +61.9% |
| 3M | -13.5% | -4.9% | -8.6% | +1.3% |
| 6M | -14.5% | -1.5% | -12.9% | -9.1% |
| YTD | -26.7% | +8.5% | -35.2% | -41.2% |
| 1Y | -32.9% | +11.4% | -44.2% | -50.1% |
| 3Y | -35.0% | +70.1% | -105.1% | -91.4% |
| All | -35.0% | +69.7% | -104.8% | -91.4% |
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