-97.4%
NAMM vs VT
+23.8%
-121.2%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.1% | +1.8% | +8.1% |
| 7D | +6.9% | -4.2% | +11.0% | +18.7% |
| 30D | -31.3% | -5.8% | -25.5% | -19.9% |
| 3M | -44.7% | -5.2% | -39.5% | -36.4% |
| 6M | -53.7% | +0.1% | -53.8% | -54.9% |
| YTD | -18.4% | +8.2% | -26.6% | -31.9% |
| 1Y | -48.2% | +10.1% | -58.3% | -57.1% |
| All | -97.4% | +23.8% | -121.2% | -97.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling