+1,149.6%
NATH vs VOO
+812.0%
+337.6%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | 0.0% |
| 7D | +0.6% | +0.5% | +0.1% | +0.3% |
| 30D | +0.3% | -0.9% | +1.2% | +0.9% |
| 3M | -3.4% | +3.9% | -7.3% | -5.8% |
| 6M | -1.6% | +14.5% | -16.1% | -9.9% |
| YTD | +6.1% | +13.0% | -6.9% | -2.0% |
| 1Y | -3.8% | +19.4% | -23.2% | -14.3% |
| 3Y | +51.8% | +78.9% | -27.1% | +5.0% |
| 5Y | +78.2% | +82.3% | -4.1% | +20.1% |
| 10Y | +155.8% | +314.2% | -158.4% | +7.5% |
| All | +1,149.6% | +812.0% | +337.6% | +336.8% |
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