-67.3%
NAUT vs VOO
+77.0%
-144.2%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +20.7% | -0.5% | +21.1% | +21.5% |
| 7D | +16.4% | -0.4% | +16.8% | +16.8% |
| 30D | +29.5% | -1.4% | +30.9% | +32.4% |
| 3M | -52.3% | +3.7% | -56.1% | -55.8% |
| 6M | -55.4% | +13.0% | -68.4% | -64.6% |
| YTD | -42.6% | +12.4% | -55.0% | -54.1% |
| 1Y | +67.2% | +18.6% | +48.6% | +21.7% |
| All | -67.3% | +77.0% | -144.2% | -88.4% |
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