-71.7%
NAUT price history and return analytics
+76.6%
-148.3%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.5% | +3.0% | +3.5% |
| 7D | +0.1% | +1.0% | -0.9% | -1.9% |
| 30D | +3.1% | -0.2% | +3.3% | +3.6% |
| 3M | -60.2% | +4.5% | -64.7% | -63.6% |
| 6M | -62.4% | +14.1% | -76.5% | -71.1% |
| YTD | -52.4% | +14.8% | -67.2% | -64.0% |
| 1Y | +32.4% | +21.2% | +11.2% | -10.0% |
| 3Y | -71.7% | +76.6% | -148.3% | -91.2% |
| All | -71.7% | +76.6% | -148.3% | -91.2% |
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