+141.4%
NAT price history and return analytics
+23.3%
+118.1%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | +7.1% | +0.4% | +6.6% | +7.0% |
| 30D | +18.3% | +1.0% | +17.3% | +18.0% |
| 3M | +43.8% | +2.4% | +41.4% | +42.9% |
| 6M | +34.9% | +12.0% | +22.9% | +28.6% |
| YTD | +126.7% | +15.3% | +111.4% | +112.8% |
| 1Y | +141.4% | +22.6% | +118.8% | +104.5% |
| All | +141.4% | +23.3% | +118.1% | +104.5% |
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