+38.8%
NAUT vs VT
+23.3%
+15.5%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | +2.1% | +0.4% | +1.7% | +1.4% |
| 30D | -2.7% | +1.0% | -3.7% | -4.0% |
| 3M | -66.2% | +2.4% | -68.6% | -67.2% |
| 6M | -65.5% | +12.0% | -77.5% | -70.9% |
| YTD | -53.6% | +15.3% | -68.9% | -63.0% |
| 1Y | +38.8% | +22.6% | +16.2% | +10.1% |
| All | +38.8% | +23.3% | +15.5% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling