-98.3%
NAMI vs VOO
+28.2%
-126.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.5% | -3.1% | -3.4% |
| 7D | -17.4% | -0.4% | -17.0% | -17.2% |
| 30D | -40.3% | -1.4% | -38.9% | -39.8% |
| 3M | -72.8% | +3.7% | -76.5% | -73.0% |
| 6M | -81.9% | +13.0% | -95.0% | -82.4% |
| YTD | -90.1% | +12.4% | -102.5% | -90.3% |
| 1Y | -92.5% | +18.6% | -111.1% | -92.8% |
| All | -98.3% | +28.2% | -126.5% | -98.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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