-21.6%
NAT price history and return analytics
+346.0%
-367.6%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.9% | +1.9% |
| 7D | -15.7% | -2.3% | -13.4% | -13.8% |
| 30D | -18.8% | -5.0% | -13.8% | -14.7% |
| 3M | +8.2% | -4.9% | +13.1% | +13.3% |
| 6M | +25.2% | -1.5% | +26.8% | +26.0% |
| YTD | +116.6% | +8.5% | +108.1% | +97.6% |
| 1Y | +107.6% | +11.4% | +96.2% | +84.2% |
| 3Y | +89.7% | +70.1% | +19.6% | +8.6% |
| 5Y | +344.6% | +53.7% | +290.9% | +178.8% |
| 10Y | +81.0% | +220.0% | -139.0% | -41.8% |
| All | -21.6% | +346.0% | -367.6% | -80.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling