-92.1%
NAMI vs VT
+23.3%
-115.4%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -12.7% | +0.4% | -13.1% | -12.9% |
| 30D | -27.9% | +1.0% | -28.9% | -28.1% |
| 3M | -69.6% | +2.4% | -72.0% | -69.7% |
| 6M | -80.1% | +12.0% | -92.1% | -79.9% |
| YTD | -88.8% | +15.3% | -104.1% | -88.8% |
| 1Y | -92.1% | +22.6% | -114.7% | -91.5% |
| All | -92.1% | +23.3% | -115.4% | -91.5% |
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