-56.6%
NAUT price history and return analytics
+57.5%
-114.1%
-89.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -1.7% |
| 7D | -1.3% | -0.1% | -1.1% | -1.0% |
| 30D | +3.1% | -3.1% | +6.2% | +9.1% |
| 3M | +168.2% | -3.5% | +171.7% | +186.2% |
| 6M | -13.4% | +0.5% | -13.9% | -13.8% |
| YTD | +19.0% | +10.8% | +8.2% | -0.5% |
| 1Y | +39.8% | +11.9% | +27.9% | +14.7% |
| 3Y | -12.5% | +73.0% | -85.4% | -63.0% |
| 5Y | -56.6% | +58.6% | -115.2% | -79.0% |
| All | -56.6% | +57.5% | -114.1% | -79.0% |
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 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