+71.8%
NATR vs VOO
+800.4%
-728.7%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.1% |
| 7D | -4.7% | +2.6% | -7.3% | -7.1% |
| 30D | -17.8% | -2.0% | -15.9% | -15.6% |
| 3M | -32.3% | -2.8% | -29.5% | -30.0% |
| 6M | -53.6% | +2.2% | -55.8% | -54.5% |
| YTD | -52.0% | +11.5% | -63.5% | -56.8% |
| 1Y | -50.0% | +13.5% | -63.5% | -55.9% |
| 3Y | -38.4% | +78.1% | -116.5% | -65.9% |
| 5Y | -42.8% | +73.1% | -115.9% | -68.1% |
| 10Y | -21.7% | +310.7% | -332.4% | -83.2% |
| All | +71.8% | +800.4% | -728.7% | -85.5% |
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