+0.5%
NAVI price history and return analytics
+253.2%
-252.8%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.0% |
| 7D | +3.8% | +1.0% | +2.8% | +2.5% |
| 30D | +6.1% | -0.2% | +6.3% | +6.5% |
| 3M | +23.8% | +4.5% | +19.3% | +16.4% |
| 6M | +18.5% | +14.1% | +4.4% | -1.4% |
| YTD | -22.9% | +14.8% | -37.7% | -36.4% |
| 1Y | -25.4% | +21.2% | -46.6% | -42.8% |
| 3Y | -35.0% | +76.6% | -111.6% | -69.6% |
| 5Y | -48.4% | +66.6% | -115.0% | -73.7% |
| 10Y | +4.7% | +222.3% | -217.6% | -75.7% |
| All | +0.5% | +253.2% | -252.8% | -78.6% |
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