+141.4%
NAT vs VOO
+20.9%
+120.5%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.2% |
| 7D | +7.1% | +0.1% | +7.0% | +7.1% |
| 30D | +18.3% | +0.1% | +18.2% | +18.2% |
| 3M | +43.8% | +2.0% | +41.8% | +43.4% |
| 6M | +34.9% | +13.0% | +21.9% | +29.1% |
| YTD | +126.7% | +13.6% | +113.1% | +116.0% |
| 1Y | +141.4% | +20.1% | +121.4% | +117.8% |
| All | +141.4% | +20.9% | +120.5% | +117.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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