+114.9%
NAMS price history and return analytics
+83.2%
+31.6%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.9% | +3.4% | +3.8% |
| 7D | -10.2% | -1.1% | -9.1% | -9.6% |
| 30D | -18.1% | -1.0% | -17.1% | -17.6% |
| 3M | -24.7% | +3.2% | -27.8% | -25.9% |
| 6M | -27.3% | +12.5% | -39.8% | -31.5% |
| YTD | -35.0% | +14.1% | -49.1% | -39.1% |
| 1Y | -14.3% | +18.9% | -33.2% | -21.2% |
| 3Y | +128.2% | +74.1% | +54.1% | +87.0% |
| 5Y | +131.9% | +66.9% | +65.1% | +90.6% |
| All | +114.9% | +83.2% | +31.6% | +71.4% |
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