+37.9%
NTR vs VSXY
+352.7%
-314.8%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.1% | -3.4% | -0.4% |
| 7D | -1.3% | +0.1% | -1.4% | -1.3% |
| 30D | +16.8% | -18.7% | +35.4% | +16.8% |
| 3M | +20.7% | -4.0% | +24.7% | +20.7% |
| 6M | +0.5% | +67.5% | -66.9% | -0.2% |
| YTD | +29.2% | +39.7% | -10.5% | +28.4% |
| 1Y | +39.6% | +180.0% | -140.4% | +35.6% |
| 3Y | +37.9% | +337.3% | -299.4% | +23.2% |
| All | +37.9% | +352.7% | -314.8% | +23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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