+32.5%
NMAI vs VT
+58.5%
-26.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +2.6% | +1.3% | +1.9% |
| 7D | +1.9% | +0.4% | +1.6% | +1.6% |
| 30D | -0.2% | -2.6% | +2.4% | +1.8% |
| 3M | -3.1% | -3.2% | +0.1% | -0.7% |
| 6M | +1.7% | +0.9% | +0.8% | +0.9% |
| YTD | +14.3% | +11.3% | +3.0% | +5.4% |
| 1Y | +15.5% | +14.0% | +1.5% | +4.6% |
| 3Y | +74.8% | +75.8% | -1.0% | +12.2% |
| All | +32.5% | +58.5% | -26.0% | -10.9% |
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