+109.7%
NATL vs VOO
+80.6%
+29.1%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.4% |
| 7D | +2.7% | +3.3% | -0.6% | -0.7% |
| 30D | +4.8% | -2.7% | +7.4% | +7.5% |
| 3M | +2.8% | -1.7% | +4.6% | +4.3% |
| 6M | +7.3% | +3.1% | +4.2% | +2.7% |
| YTD | +26.6% | +11.9% | +14.6% | +9.8% |
| 1Y | +32.5% | +12.1% | +20.4% | +14.8% |
| 3Y | +105.4% | +78.6% | +26.8% | +10.7% |
| All | +109.7% | +80.6% | +29.1% | +11.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling