+90.9%
NTR vs VIG
+171.9%
-81.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -2.0% |
| 7D | -2.5% | -2.2% | -0.2% | -0.5% |
| 30D | +17.0% | -3.2% | +20.3% | +20.4% |
| 3M | +22.2% | +3.0% | +19.1% | +18.7% |
| 6M | +5.2% | +8.1% | -3.0% | -2.5% |
| YTD | +29.7% | +9.1% | +20.6% | +19.0% |
| 1Y | +39.4% | +12.6% | +26.8% | +24.2% |
| 3Y | +38.2% | +55.4% | -17.2% | -10.3% |
| 5Y | +47.6% | +62.8% | -15.2% | -9.2% |
| All | +90.9% | +171.9% | -81.0% | -28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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