-85.3%
NAUT vs VOO
+82.8%
-168.1%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.8% | +2.2% | +1.7% |
| 7D | +12.7% | -0.8% | +13.5% | +14.1% |
| 30D | +13.3% | -1.1% | +14.4% | +15.2% |
| 3M | -55.4% | +3.9% | -59.2% | -58.3% |
| 6M | -57.9% | +13.6% | -71.5% | -65.8% |
| YTD | -47.7% | +12.7% | -60.4% | -57.0% |
| 1Y | +44.5% | +17.6% | +26.9% | +11.6% |
| 3Y | -70.2% | +77.3% | -147.5% | -87.0% |
| All | -85.3% | +82.8% | -168.1% | -93.9% |
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