+129.0%
NAMS price history and return analytics
+65.7%
+63.4%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -0.6% | -10.4% | -10.7% |
| 7D | -10.9% | -0.1% | -10.8% | -10.8% |
| 30D | -18.5% | -0.7% | -17.9% | -18.2% |
| 3M | -25.0% | +4.0% | -29.0% | -26.6% |
| 6M | -25.9% | +12.3% | -38.2% | -30.4% |
| YTD | -35.0% | +14.0% | -49.1% | -39.4% |
| 1Y | -14.3% | +20.3% | -34.6% | -22.0% |
| 3Y | +131.4% | +75.4% | +55.9% | +88.0% |
| 5Y | +129.0% | +66.0% | +63.1% | +84.9% |
| All | +129.0% | +65.7% | +63.4% | +84.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling