-91.1%
NAUT vs VOO
+150.6%
-241.7%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.6% | +3.1% | +3.4% |
| 7D | +0.1% | +0.5% | -0.4% | -0.8% |
| 30D | +3.1% | -0.9% | +4.0% | +4.5% |
| 3M | -60.2% | +3.9% | -64.1% | -62.6% |
| 6M | -62.4% | +14.5% | -77.0% | -69.5% |
| YTD | -52.4% | +13.0% | -65.4% | -60.6% |
| 1Y | +32.4% | +19.4% | +13.0% | +1.4% |
| 3Y | -71.7% | +78.9% | -150.6% | -87.2% |
| 5Y | -87.7% | +82.3% | -170.0% | -94.5% |
| All | -91.1% | +150.6% | -241.7% | -96.7% |
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