+99.0%
NTRA vs VMC
+3.7%
+95.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.6% | -4.0% | -0.2% |
| 7D | -7.9% | +12.3% | -20.2% | -10.1% |
| 30D | -8.1% | +21.2% | -29.4% | -11.9% |
| 3M | +42.1% | +4.6% | +37.5% | +40.9% |
| 6M | +84.8% | +3.9% | +81.0% | +82.8% |
| YTD | +70.7% | +5.0% | +65.7% | +62.0% |
| 1Y | +99.0% | +2.6% | +96.4% | +91.1% |
| All | +99.0% | +3.7% | +95.4% | +91.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 1y: compounded portfolio wealth divided by compounded VMC 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…
1y analysis · Full analysis span regression · 6 months rolling