+88.9%
NATH vs VT
+60.8%
+28.1%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.2% | -1.1% | -0.1% |
| 7D | +1.1% | +2.2% | -1.1% | -0.1% |
| 30D | +1.1% | +2.2% | -1.1% | -0.1% |
| 3M | +1.1% | +2.2% | -1.1% | -0.1% |
| 6M | +1.4% | +5.6% | -4.1% | -1.6% |
| YTD | +10.1% | +12.7% | -2.6% | +2.8% |
| 1Y | -0.1% | +13.2% | -13.2% | -7.0% |
| 3Y | +71.8% | +87.4% | -15.7% | +23.5% |
| All | +88.9% | +60.8% | +28.1% | +50.5% |
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