-56.5%
NAVI vs VT
+74.5%
-131.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.6% | +4.3% | +4.3% |
| 7D | -30.4% | +2.9% | -33.3% | -32.5% |
| 30D | -34.8% | -2.5% | -32.3% | -33.3% |
| 3M | -29.4% | -3.3% | -26.0% | -27.1% |
| 6M | -23.4% | +1.5% | -24.9% | -25.3% |
| YTD | -50.0% | +11.4% | -61.4% | -56.3% |
| 1Y | -46.1% | +11.9% | -58.0% | -53.2% |
| All | -56.5% | +74.5% | -131.0% | -80.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling