+74.6%
NMAI vs VT
+74.0%
+0.6%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.5% |
| 7D | +4.5% | +2.4% | +2.2% | +2.9% |
| 30D | +2.6% | -1.5% | +4.1% | +3.7% |
| 3M | -5.0% | -4.1% | -0.9% | -2.4% |
| 6M | +2.3% | +0.6% | +1.8% | +1.9% |
| YTD | +15.1% | +11.0% | +4.0% | +7.2% |
| 1Y | +15.8% | +13.3% | +2.4% | +6.4% |
| 3Y | +74.6% | +73.4% | +1.3% | +20.7% |
| All | +74.6% | +74.0% | +0.6% | +20.7% |
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