+3.0%
NATO price history and return analytics
+19.6%
-16.7%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | -0.3% |
| 7D | -2.3% | -1.1% | -1.2% | -1.2% |
| 30D | -12.0% | -1.0% | -11.0% | -11.1% |
| 3M | -4.6% | +3.2% | -7.7% | -7.8% |
| 6M | -9.3% | +12.5% | -21.8% | -20.7% |
| YTD | +0.2% | +14.1% | -13.8% | -13.6% |
| 1Y | +3.0% | +18.9% | -15.9% | -14.5% |
| All | +3.0% | +19.6% | -16.7% | -14.5% |
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