+99.0%
NTRA vs VIG
+19.5%
+79.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.1% | -1.5% | -2.0% |
| 7D | -7.9% | +2.7% | -10.6% | -10.9% |
| 30D | -8.1% | +7.0% | -15.1% | -15.7% |
| 3M | +42.1% | +4.0% | +38.1% | +35.5% |
| 6M | +84.8% | +12.3% | +72.6% | +58.6% |
| YTD | +70.7% | +16.4% | +54.3% | +38.0% |
| 1Y | +99.0% | +19.2% | +79.8% | +57.9% |
| All | +99.0% | +19.5% | +79.5% | +57.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling