+33.2%
NAVN vs VT
+15.9%
+17.3%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.6% | -3.7% |
| 7D | -2.5% | +1.0% | -3.5% | -3.2% |
| 30D | -8.4% | -0.2% | -8.2% | -8.1% |
| 3M | +24.3% | +4.5% | +19.7% | +19.5% |
| 6M | +154.2% | +14.1% | +140.1% | +126.7% |
| YTD | +56.0% | +14.8% | +41.2% | +38.9% |
| All | +33.2% | +15.9% | +17.3% | +15.6% |
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