+502.5%
NTRA vs VIG
+55.8%
+446.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.1% | -0.1% |
| 7D | +0.2% | -1.1% | +1.3% | +1.7% |
| 30D | +4.1% | -2.7% | +6.9% | +8.2% |
| 3M | +50.0% | +2.5% | +47.5% | +44.8% |
| 6M | +67.3% | +9.2% | +58.1% | +48.4% |
| YTD | +43.6% | +9.8% | +33.7% | +26.1% |
| 1Y | +89.2% | +12.4% | +76.9% | +60.9% |
| 3Y | +502.5% | +55.9% | +446.7% | +194.4% |
| All | +502.5% | +55.8% | +446.7% | +194.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling