-90.2%
NAUT price history and return analytics
+123.9%
-214.2%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.9% | +2.1% | +1.6% |
| 7D | +12.7% | -1.1% | +13.8% | +14.7% |
| 30D | +13.3% | -1.0% | +14.3% | +15.2% |
| 3M | -55.4% | +3.2% | -58.5% | -57.6% |
| 6M | -57.9% | +12.5% | -70.3% | -65.2% |
| YTD | -47.7% | +14.1% | -61.8% | -57.9% |
| 1Y | +44.5% | +18.9% | +25.6% | +9.3% |
| 3Y | -70.2% | +74.1% | -144.3% | -86.8% |
| 5Y | -85.7% | +66.9% | -152.6% | -93.3% |
| All | -90.2% | +123.9% | -214.2% | -96.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling