-90.1%
NAMI vs VT
+11.9%
-102.1%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.3% | +5.8% | +5.6% |
| 7D | -2.3% | +2.4% | -4.6% | -2.8% |
| 30D | -10.5% | -1.5% | -9.0% | -10.0% |
| 3M | -50.4% | -4.1% | -46.3% | -49.3% |
| 6M | -81.1% | +0.6% | -81.7% | -80.8% |
| YTD | -91.0% | +11.0% | -102.1% | -90.7% |
| 1Y | -90.1% | +13.3% | -103.5% | -89.7% |
| All | -90.1% | +11.9% | -102.1% | -89.7% |
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 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