+38.5%
NMAI vs VT
+64.3%
-25.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +1.2% | +0.4% | +0.7% | +0.8% |
| 30D | +2.8% | +1.0% | +1.8% | +2.0% |
| 3M | +7.2% | +2.4% | +4.8% | +5.3% |
| 6M | +14.1% | +12.0% | +2.1% | +4.7% |
| YTD | +19.5% | +15.3% | +4.2% | +7.3% |
| 1Y | +27.7% | +22.6% | +5.1% | +9.5% |
| 3Y | +76.5% | +74.7% | +1.9% | +14.1% |
| All | +38.5% | +64.3% | -25.8% | -9.3% |
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