-47.9%
NAMM vs VT
+11.9%
-59.8%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.6% | -5.5% | -4.4% |
| 7D | -10.9% | +2.9% | -13.8% | -18.0% |
| 30D | -32.0% | -2.5% | -29.5% | -26.9% |
| 3M | -43.5% | -3.3% | -40.2% | -37.5% |
| 6M | -55.2% | +1.5% | -56.8% | -58.3% |
| YTD | -27.3% | +11.4% | -38.7% | -46.0% |
| 1Y | -47.9% | +11.9% | -59.9% | -61.4% |
| All | -47.9% | +11.9% | -59.8% | -61.4% |
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