+352.6%
NAT vs VOO
+82.3%
+270.2%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -1.0% | -1.2% |
| 7D | +3.3% | +0.5% | +2.8% | +3.0% |
| 30D | +10.5% | -0.9% | +11.5% | +11.1% |
| 3M | +40.3% | +3.9% | +36.4% | +37.2% |
| 6M | +36.7% | +14.5% | +22.1% | +26.3% |
| YTD | +123.3% | +13.0% | +110.3% | +107.9% |
| 1Y | +136.3% | +19.4% | +116.9% | +112.9% |
| 3Y | +141.2% | +78.9% | +62.3% | +65.8% |
| 5Y | +352.6% | +82.3% | +270.3% | +207.3% |
| All | +352.6% | +82.3% | +270.2% | +207.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling