+14.4%
NAAS price history and return analytics
+20.4%
-6.0%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.6% | +5.8% | +5.7% |
| 7D | +7.2% | -0.1% | +7.4% | +7.3% |
| 30D | -5.8% | -0.7% | -5.1% | -5.2% |
| 3M | +7.9% | +4.0% | +3.9% | +3.5% |
| 6M | +63.8% | +12.3% | +51.5% | +42.8% |
| YTD | -3.6% | +14.0% | -17.6% | -17.2% |
| 1Y | +14.4% | +20.3% | -5.9% | -19.7% |
| All | +14.4% | +20.4% | -6.0% | -19.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling