+97.0%
NAPR vs VT
+201.6%
-104.7%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +0.3% | +0.4% | -0.1% | +0.1% |
| 30D | +1.1% | +1.0% | +0.2% | +0.6% |
| 3M | +1.7% | +2.4% | -0.7% | +0.4% |
| 6M | +11.2% | +12.0% | -0.8% | +4.5% |
| YTD | +12.5% | +15.3% | -2.9% | +3.9% |
| 1Y | +15.8% | +22.6% | -6.8% | +3.4% |
| 3Y | +42.4% | +74.7% | -32.3% | +4.9% |
| 5Y | +58.5% | +66.1% | -7.7% | +15.4% |
| All | +97.0% | +201.6% | -104.7% | +15.9% |
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