-85.0%
NAUT price history and return analytics
+65.7%
-150.7%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +20.7% | -0.6% | +21.3% | +21.8% |
| 7D | +16.4% | -0.1% | +16.6% | +16.3% |
| 30D | +29.5% | -0.7% | +30.2% | +30.7% |
| 3M | -52.3% | +4.0% | -56.3% | -55.6% |
| 6M | -55.4% | +12.3% | -67.7% | -63.6% |
| YTD | -42.6% | +14.0% | -56.6% | -54.5% |
| 1Y | +67.2% | +20.3% | +46.9% | +21.4% |
| 3Y | -65.9% | +75.4% | -141.3% | -86.0% |
| 5Y | -85.0% | +66.0% | -151.0% | -93.4% |
| All | -85.0% | +65.7% | -150.7% | -93.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling