+46.5%
NTR vs VEU
+55.0%
-8.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -1.1% |
| 7D | -1.3% | -1.4% | +0.1% | -0.3% |
| 30D | +16.8% | -0.4% | +17.2% | +17.0% |
| 3M | +20.7% | +2.5% | +18.2% | +18.2% |
| 6M | +0.5% | +11.1% | -10.6% | -8.2% |
| YTD | +29.2% | +16.5% | +12.7% | +13.1% |
| 1Y | +39.6% | +22.9% | +16.7% | +16.7% |
| 3Y | +37.9% | +73.4% | -35.5% | -15.5% |
| All | +46.5% | +55.0% | -8.5% | -4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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