+162.8%
NATH vs VOO
+325.3%
-162.5%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.7% | -0.4% |
| 7D | -0.7% | -0.8% | +0.1% | -0.2% |
| 30D | +1.1% | -1.1% | +2.2% | +1.9% |
| 3M | -3.1% | +3.9% | -7.0% | -5.8% |
| 6M | -1.9% | +13.6% | -15.6% | -10.7% |
| YTD | +5.7% | +12.7% | -7.0% | -3.3% |
| 1Y | -7.6% | +17.6% | -25.2% | -18.1% |
| 3Y | +51.1% | +77.3% | -26.2% | -0.5% |
| 5Y | +80.3% | +84.1% | -3.8% | +13.7% |
| All | +162.8% | +325.3% | -162.5% | -19.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling