-92.0%
NAII price history and return analytics
+222.7%
-314.7%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -0.6% | -7.2% | -7.5% |
| 7D | -15.2% | +2.9% | -18.1% | -16.1% |
| 30D | -17.4% | -2.5% | -14.9% | -16.5% |
| 3M | -54.8% | -3.3% | -51.4% | -54.1% |
| 6M | -64.9% | +1.5% | -66.5% | -65.1% |
| YTD | -73.5% | +11.4% | -84.8% | -74.6% |
| 1Y | -66.2% | +11.9% | -78.1% | -67.7% |
| 3Y | -85.2% | +73.9% | -159.1% | -88.2% |
| 5Y | -93.4% | +57.9% | -151.3% | -94.6% |
| All | -92.0% | +222.7% | -314.7% | -93.5% |
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