-52.9%
NAMM price history and return analytics
+20.4%
-73.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.6% | +4.4% | +5.8% |
| 7D | -0.7% | -0.1% | -0.6% | -0.4% |
| 30D | +1.5% | -0.7% | +2.1% | +3.5% |
| 3M | -28.5% | +4.0% | -32.5% | -38.0% |
| 6M | -54.6% | +12.3% | -66.9% | -70.7% |
| YTD | +36.6% | +14.0% | +22.6% | -9.7% |
| 1Y | -52.9% | +20.3% | -73.2% | -75.1% |
| All | -52.9% | +20.4% | -73.3% | -75.1% |
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