+58.1%
NTRA vs VLTO
+36.0%
+22.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.1% | +2.1% | +0.7% |
| 7D | -11.2% | +0.8% | -12.0% | -11.0% |
| 30D | -18.4% | +18.7% | -37.1% | -16.5% |
| 3M | +2.2% | +21.7% | -19.5% | +4.2% |
| 6M | +58.1% | +35.8% | +22.3% | +55.2% |
| All | +58.1% | +36.0% | +22.1% | +55.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling