+38.4%
NTR vs VO
+54.6%
-16.2%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.9% | -1.5% | -1.9% |
| 7D | -2.5% | -2.5% | 0.0% | -1.1% |
| 30D | +17.0% | -3.2% | +20.3% | +19.1% |
| 3M | +22.2% | +3.9% | +18.3% | +19.2% |
| 6M | +5.2% | +9.6% | -4.5% | -0.8% |
| YTD | +29.7% | +11.6% | +18.1% | +20.7% |
| 1Y | +39.4% | +12.6% | +26.8% | +28.9% |
| All | +38.4% | +54.6% | -16.2% | -4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 3y: compounded portfolio wealth divided by compounded VO 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…
3y analysis · Full analysis span regression · 6 months rolling