-81.3%
NAII price history and return analytics
+224.7%
-306.0%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.5% | -4.3% | -4.6% |
| 7D | -4.3% | +1.0% | -5.4% | -4.8% |
| 30D | -16.5% | -0.2% | -16.2% | -16.3% |
| 3M | -21.4% | +4.5% | -26.0% | -22.8% |
| 6M | -27.5% | +14.1% | -41.5% | -31.4% |
| YTD | -44.7% | +14.8% | -59.5% | -47.8% |
| 1Y | -41.9% | +21.2% | -63.1% | -46.3% |
| 3Y | -69.1% | +76.6% | -145.6% | -75.7% |
| 5Y | -87.4% | +66.6% | -154.0% | -90.0% |
| All | -81.3% | +224.7% | -306.0% | -88.9% |
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 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