+37.9%
NTR vs VOO
+77.4%
-39.5%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.7% |
| 7D | -1.3% | -0.8% | -0.5% | -1.0% |
| 30D | +16.8% | -1.1% | +17.8% | +17.2% |
| 3M | +20.7% | +3.9% | +16.9% | +18.8% |
| 6M | +0.5% | +13.6% | -13.1% | -4.8% |
| YTD | +29.2% | +12.7% | +16.5% | +22.6% |
| 1Y | +39.6% | +17.6% | +22.0% | +29.6% |
| 3Y | +37.9% | +77.3% | -39.4% | -8.7% |
| All | +37.9% | +77.4% | -39.5% | -8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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