+51.8%
NTR vs VLTO
+26.2%
+25.6%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.6% |
| 7D | +3.8% | -1.6% | +5.4% | +4.1% |
| 30D | +25.2% | -2.9% | +28.1% | +25.7% |
| 3M | +21.0% | +12.7% | +8.3% | +19.0% |
| 6M | +7.6% | +1.6% | +6.0% | +7.3% |
| YTD | +32.9% | -4.0% | +36.8% | +33.5% |
| 1Y | +43.1% | -10.2% | +53.2% | +45.4% |
| All | +51.8% | +26.2% | +25.6% | +42.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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