-60.7%
NAIL vs VT
+57.5%
-118.3%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | -0.5% | -9.3% | -8.2% |
| 7D | +6.1% | -0.1% | +6.2% | +7.3% |
| 30D | +37.8% | -3.1% | +40.8% | +52.8% |
| 3M | -14.2% | -3.5% | -10.7% | -2.6% |
| 6M | -9.1% | +0.5% | -9.6% | -9.4% |
| YTD | -27.8% | +10.8% | -38.6% | -47.7% |
| 1Y | -35.8% | +11.9% | -47.7% | -54.8% |
| 3Y | -39.3% | +73.0% | -112.3% | -90.4% |
| 5Y | -60.7% | +58.6% | -119.4% | -87.4% |
| All | -60.7% | +57.5% | -118.3% | -87.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling