-18.2%
NATR vs VOO
+81.6%
-99.8%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.9% |
| 7D | -3.5% | -0.4% | -3.2% | -3.3% |
| 30D | -13.4% | -1.4% | -12.0% | -12.7% |
| 3M | -32.2% | +3.7% | -35.9% | -33.9% |
| 6M | -45.6% | +13.0% | -58.7% | -49.9% |
| YTD | -36.7% | +12.4% | -49.1% | -41.5% |
| 1Y | -20.1% | +18.6% | -38.7% | -28.7% |
| 3Y | -17.1% | +78.1% | -95.2% | -44.3% |
| 5Y | -18.2% | +82.3% | -100.5% | -46.9% |
| All | -18.2% | +81.6% | -99.8% | -46.9% |
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