+106.8%
NAT vs VOO
+13.0%
+93.8%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.3% | +2.1% | +3.1% |
| 7D | -4.3% | -0.9% | -3.4% | -4.0% |
| 30D | -23.5% | -2.3% | -21.2% | -23.2% |
| 3M | +13.1% | -1.2% | +14.3% | +13.6% |
| 6M | +25.1% | +3.3% | +21.8% | +25.1% |
| YTD | +118.2% | +12.3% | +105.9% | +112.3% |
| 1Y | +106.8% | +12.5% | +94.3% | +101.7% |
| All | +106.8% | +13.0% | +93.8% | +101.7% |
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