-98.5%
NAMI vs VT
+30.3%
-128.8%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.2% |
| 7D | -7.8% | -0.1% | -7.6% | -7.7% |
| 30D | -24.2% | -3.1% | -21.1% | -23.3% |
| 3M | -47.8% | -3.5% | -44.3% | -47.1% |
| 6M | -82.0% | +0.5% | -82.4% | -81.9% |
| YTD | -91.3% | +10.8% | -102.1% | -91.6% |
| 1Y | -91.4% | +11.9% | -103.3% | -91.7% |
| All | -98.5% | +30.3% | -128.8% | -98.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling