+46.5%
NATO price history and return analytics
+34.9%
+11.6%
-19.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.2% | -0.2% |
| 7D | +3.3% | +2.4% | +0.9% | +1.1% |
| 30D | +3.3% | -1.5% | +4.8% | +4.7% |
| 3M | -14.4% | -4.1% | -10.3% | -11.0% |
| 6M | -5.6% | +0.6% | -6.2% | -6.4% |
| YTD | -3.3% | +11.0% | -14.3% | -12.6% |
| 1Y | -0.1% | +13.3% | -13.4% | -11.4% |
| All | +46.5% | +34.9% | +11.6% | +10.5% |
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 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