+374.3%
NAT vs VT
+59.8%
+314.5%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.1% | +2.2% | +2.7% |
| 7D | -4.3% | -0.7% | -3.6% | -3.8% |
| 30D | -23.5% | -1.7% | -21.8% | -22.7% |
| 3M | +13.1% | -2.3% | +15.4% | +14.6% |
| 6M | +25.1% | +1.5% | +23.6% | +23.3% |
| YTD | +118.2% | +12.0% | +106.2% | +101.4% |
| 1Y | +106.8% | +12.9% | +93.9% | +89.7% |
| 3Y | +94.9% | +74.9% | +19.9% | +29.1% |
| 5Y | +374.3% | +59.9% | +314.4% | +249.7% |
| All | +374.3% | +59.8% | +314.5% | +249.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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