+3,059.8%
NTRA vs VEU
+155.0%
+2,904.8%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.2% | -0.5% |
| 7D | +0.2% | -1.4% | +1.7% | +2.1% |
| 30D | +4.1% | -0.4% | +4.5% | +4.7% |
| 3M | +50.0% | +2.5% | +47.5% | +44.9% |
| 6M | +67.3% | +11.1% | +56.2% | +43.9% |
| YTD | +43.6% | +16.5% | +27.1% | +15.1% |
| 1Y | +89.2% | +22.9% | +66.3% | +40.8% |
| 3Y | +502.5% | +73.4% | +429.1% | +175.1% |
| 5Y | +173.8% | +56.1% | +117.7% | +48.2% |
| All | +3,059.8% | +155.0% | +2,904.8% | +929.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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