+662.1%
NTRA vs VLTO
+24.3%
+637.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.6% |
| 7D | +0.2% | -2.3% | +2.5% | +1.2% |
| 30D | +4.1% | -2.7% | +6.8% | +5.2% |
| 3M | +50.0% | +14.0% | +36.0% | +40.1% |
| 6M | +67.3% | +3.3% | +64.0% | +63.9% |
| YTD | +43.6% | -5.4% | +49.0% | +45.9% |
| 1Y | +89.2% | -13.3% | +102.5% | +99.0% |
| All | +662.1% | +24.3% | +637.8% | +598.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling