+88.9%
NAK vs VT
+20.4%
+68.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +2.0% | +3.1% |
| 7D | -3.8% | -0.1% | -3.6% | -3.7% |
| 30D | -10.0% | -0.7% | -9.3% | -8.4% |
| 3M | -21.1% | +4.0% | -25.1% | -28.1% |
| 6M | +13.3% | +12.3% | +1.0% | -11.2% |
| YTD | -22.3% | +14.0% | -36.4% | -42.4% |
| 1Y | +88.9% | +20.3% | +68.6% | +38.8% |
| All | +88.9% | +20.4% | +68.5% | +38.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling