-23.9%
NAUT vs VOO
+78.5%
-102.4%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -1.8% |
| 7D | +4.0% | +2.6% | +1.5% | -0.4% |
| 30D | +7.4% | -2.0% | +9.4% | +12.0% |
| 3M | +160.7% | -2.8% | +163.4% | +175.5% |
| 6M | -21.4% | +2.2% | -23.5% | -24.4% |
| YTD | +19.0% | +11.5% | +7.5% | -3.4% |
| 1Y | +22.8% | +13.5% | +9.3% | -3.6% |
| 3Y | -23.9% | +78.1% | -102.0% | -74.2% |
| All | -23.9% | +78.5% | -102.4% | -74.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling