-95.7%
NAMM vs VT
+31.9%
-127.6%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | 0.0% | -6.3% | -6.2% |
| 7D | -5.0% | +0.4% | -5.4% | -6.1% |
| 30D | -10.1% | +1.0% | -11.0% | -12.4% |
| 3M | -33.0% | +2.4% | -35.4% | -37.5% |
| 6M | -59.0% | +12.0% | -71.0% | -70.6% |
| YTD | +32.7% | +15.3% | +17.3% | -6.2% |
| 1Y | -59.0% | +22.6% | -81.6% | -71.8% |
| All | -95.7% | +31.9% | -127.6% | -96.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling