-15.2%
NAT vs VOO
+795.4%
-810.6%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.3% |
| 7D | -12.6% | -0.6% | -12.1% | -12.2% |
| 30D | -23.3% | -3.6% | -19.6% | -20.5% |
| 3M | +7.5% | -2.7% | +10.2% | +10.2% |
| 6M | +19.0% | +2.2% | +16.7% | +15.4% |
| YTD | +111.1% | +10.9% | +100.2% | +88.2% |
| 1Y | +98.9% | +11.3% | +87.6% | +76.2% |
| 3Y | +88.5% | +76.9% | +11.6% | -0.3% |
| 5Y | +363.0% | +73.5% | +289.4% | +144.1% |
| 10Y | +46.8% | +307.7% | -260.9% | -70.3% |
| All | -15.2% | +795.4% | -810.6% | -92.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling