+89.7%
NAT vs VOO
+75.5%
+14.2%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.3% | +1.8% | +2.0% |
| 7D | -15.7% | -2.7% | -13.0% | -14.8% |
| 30D | -18.8% | -5.4% | -13.4% | -17.2% |
| 3M | +8.2% | -4.1% | +12.3% | +9.8% |
| 6M | +25.2% | +0.7% | +24.5% | +24.8% |
| YTD | +116.6% | +8.7% | +107.9% | +109.7% |
| 1Y | +107.6% | +11.0% | +96.6% | +99.2% |
| 3Y | +89.7% | +75.5% | +14.3% | +64.7% |
| All | +89.7% | +75.5% | +14.2% | +64.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling