+38.7%
NMAI vs VT
+63.5%
-24.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.5% |
| 7D | +0.1% | +1.0% | -0.9% | -0.7% |
| 30D | +1.4% | -0.2% | +1.6% | +1.6% |
| 3M | +9.4% | +4.5% | +4.9% | +5.9% |
| 6M | +17.7% | +14.1% | +3.7% | +6.6% |
| YTD | +19.7% | +14.8% | +4.9% | +7.8% |
| 1Y | +26.8% | +21.2% | +5.6% | +9.7% |
| 3Y | +78.3% | +76.6% | +1.7% | +14.3% |
| All | +38.7% | +63.5% | -24.8% | -8.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling