+51.5%
NATO price history and return analytics
+38.6%
+12.9%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.4% |
| 7D | -1.9% | -0.1% | -1.8% | -1.8% |
| 30D | -11.9% | -0.7% | -11.2% | -11.3% |
| 3M | -2.2% | +4.0% | -6.2% | -5.9% |
| 6M | -10.8% | +12.3% | -23.1% | -20.2% |
| YTD | 0.0% | +14.0% | -14.0% | -11.8% |
| 1Y | +5.5% | +20.3% | -14.8% | -11.3% |
| All | +51.5% | +38.6% | +12.9% | +11.5% |
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