+97.7%
NATL price history and return analytics
+79.5%
+18.2%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -0.8% |
| 7D | -1.7% | +1.0% | -2.7% | -2.8% |
| 30D | -2.4% | -0.2% | -2.1% | -2.2% |
| 3M | +3.1% | +4.5% | -1.4% | -2.3% |
| 6M | 0.0% | +14.1% | -14.0% | -15.2% |
| YTD | +19.3% | +14.8% | +4.6% | +0.1% |
| 1Y | +14.6% | +21.2% | -6.6% | -10.4% |
| All | +97.7% | +79.5% | +18.2% | +0.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling