+95.7%
NTR vs VO
+138.4%
-42.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.9% | +0.7% |
| 7D | +0.5% | -0.6% | +1.1% | +1.0% |
| 30D | +21.7% | -1.9% | +23.7% | +23.6% |
| 3M | +22.8% | +3.3% | +19.5% | +19.2% |
| 6M | +8.2% | +9.7% | -1.5% | -0.6% |
| YTD | +32.9% | +12.6% | +20.3% | +19.2% |
| 1Y | +45.3% | +13.6% | +31.7% | +29.2% |
| 3Y | +41.7% | +56.8% | -15.1% | -6.4% |
| 5Y | +49.8% | +42.3% | +7.5% | +6.6% |
| All | +95.7% | +138.4% | -42.8% | -14.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling