+54.6%
NATO vs VOO
+35.9%
+18.7%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | 0.0% | 0.0% |
| 7D | -0.6% | +0.5% | -1.1% | -1.0% |
| 30D | -10.0% | -0.9% | -9.0% | -9.2% |
| 3M | +0.5% | +3.9% | -3.4% | -2.8% |
| 6M | -8.7% | +14.5% | -23.3% | -18.7% |
| YTD | +2.1% | +13.0% | -10.9% | -8.1% |
| 1Y | +6.7% | +19.4% | -12.7% | -7.9% |
| All | +54.6% | +35.9% | +18.7% | +18.3% |
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