+3,059.8%
NTRA vs ITOT
+303.4%
+2,756.3%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | 0.0% | -0.4% |
| 7D | +0.2% | -0.9% | +1.1% | +1.5% |
| 30D | +4.1% | -1.5% | +5.6% | +6.3% |
| 3M | +50.0% | +3.6% | +46.5% | +42.6% |
| 6M | +67.3% | +13.7% | +53.6% | +39.3% |
| YTD | +43.6% | +12.9% | +30.6% | +20.7% |
| 1Y | +89.2% | +17.2% | +72.1% | +50.7% |
| 3Y | +502.5% | +75.6% | +426.9% | +167.9% |
| 5Y | +173.8% | +75.5% | +98.3% | +26.1% |
| All | +3,059.8% | +303.4% | +2,756.3% | +324.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 10y: compounded portfolio wealth divided by compounded ITOT 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…
10y analysis · Full analysis span regression · 6 months rolling