+622.8%
NTRA vs VLTO
+56.3%
+566.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.1% | -2.8% | -2.7% |
| 7D | -19.7% | +1.6% | -21.3% | -20.2% |
| 30D | -22.1% | +22.0% | -44.1% | -28.2% |
| 3M | -2.0% | +21.9% | -23.9% | -9.7% |
| 6M | +60.6% | +36.5% | +24.1% | +39.7% |
| YTD | +36.2% | +19.0% | +17.2% | +26.0% |
| 1Y | +51.0% | +21.0% | +30.0% | +38.5% |
| 3Y | +567.5% | +69.9% | +497.6% | +449.2% |
| All | +622.8% | +56.3% | +566.5% | +503.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling