+655.7%
NTRA vs VLTO
+23.4%
+632.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.3% | +0.1% | -0.7% |
| 7D | -0.5% | -4.5% | +4.1% | +1.5% |
| 30D | +4.3% | -4.6% | +8.9% | +6.3% |
| 3M | +50.6% | +13.3% | +37.4% | +41.1% |
| 6M | +63.9% | +2.1% | +61.8% | +61.4% |
| YTD | +42.4% | -6.1% | +48.4% | +45.1% |
| 1Y | +92.1% | -11.4% | +103.5% | +100.1% |
| All | +655.7% | +23.4% | +632.2% | +594.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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