+497.4%
NTRA vs VO
+54.6%
+442.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -0.1% |
| 7D | -0.5% | -2.5% | +2.0% | +2.8% |
| 30D | +4.3% | -3.2% | +7.5% | +8.8% |
| 3M | +50.6% | +3.9% | +46.7% | +43.3% |
| 6M | +63.9% | +9.6% | +54.3% | +46.5% |
| YTD | +42.4% | +11.6% | +30.8% | +24.2% |
| 1Y | +92.1% | +12.6% | +79.5% | +65.4% |
| All | +497.4% | +54.6% | +442.8% | +209.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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