-86.1%
NAII price history and return analytics
+346.0%
-432.1%
-94.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.0% |
| 7D | +3.7% | -2.3% | +6.1% | +4.3% |
| 30D | -14.0% | -5.0% | -9.0% | -12.8% |
| 3M | -53.4% | -4.9% | -48.5% | -52.8% |
| 6M | -59.2% | -1.5% | -57.6% | -59.0% |
| YTD | -69.0% | +8.5% | -77.5% | -69.6% |
| 1Y | -61.9% | +11.4% | -73.2% | -62.8% |
| 3Y | -82.0% | +70.1% | -152.1% | -84.2% |
| 5Y | -91.7% | +53.7% | -145.4% | -92.5% |
| 10Y | -90.6% | +220.0% | -310.5% | -92.6% |
| All | -86.1% | +346.0% | -432.1% | -88.6% |
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