-77.2%
NAUT price history and return analytics
+118.6%
-195.8%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.0% | -0.7% |
| 7D | +10.7% | +2.9% | +7.8% | +5.9% |
| 30D | +16.1% | -2.5% | +18.6% | +21.4% |
| 3M | +164.4% | -3.3% | +167.8% | +180.7% |
| 6M | -18.8% | +1.5% | -20.3% | -20.4% |
| YTD | +22.1% | +11.4% | +10.7% | +2.6% |
| 1Y | +37.6% | +11.9% | +25.7% | +14.5% |
| 3Y | -10.2% | +73.9% | -84.1% | -59.9% |
| 5Y | -54.1% | +57.9% | -112.0% | -76.7% |
| All | -77.2% | +118.6% | -195.8% | -90.3% |
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