+56.2%
NAT vs VOO
+314.4%
-258.2%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.3% | +2.1% | +2.2% |
| 7D | -4.3% | -0.9% | -3.4% | -3.4% |
| 30D | -23.5% | -2.3% | -21.2% | -21.8% |
| 3M | +13.1% | -1.2% | +14.3% | +14.2% |
| 6M | +25.1% | +3.3% | +21.8% | +20.4% |
| YTD | +118.2% | +12.3% | +105.9% | +93.3% |
| 1Y | +106.8% | +12.5% | +94.3% | +82.4% |
| 3Y | +94.9% | +79.2% | +15.7% | +3.2% |
| 5Y | +374.3% | +75.7% | +298.6% | +151.7% |
| 10Y | +56.2% | +313.7% | -257.5% | -72.1% |
| All | +56.2% | +314.4% | -258.2% | -72.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling