+141.2%
NAT vs VOO
+79.1%
+62.0%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -1.0% | -1.4% |
| 7D | +3.3% | +0.5% | +2.8% | +3.2% |
| 30D | +10.5% | -0.9% | +11.5% | +10.8% |
| 3M | +40.3% | +3.9% | +36.4% | +38.6% |
| 6M | +36.7% | +14.5% | +22.1% | +30.7% |
| YTD | +123.3% | +13.0% | +110.3% | +114.2% |
| 1Y | +136.3% | +19.4% | +116.9% | +122.7% |
| 3Y | +141.2% | +78.9% | +62.3% | +134.6% |
| All | +141.2% | +79.1% | +62.0% | +134.6% |
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