+1,700.8%
NTRA vs VO
+203.2%
+1,497.6%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.7% | -0.4% |
| 7D | +1.1% | +0.6% | +0.4% | +0.2% |
| 30D | +0.6% | -1.1% | +1.7% | +2.1% |
| 3M | +51.8% | +4.5% | +47.3% | +42.8% |
| 6M | +63.6% | +11.1% | +52.5% | +42.4% |
| YTD | +41.5% | +13.5% | +28.0% | +19.2% |
| 1Y | +93.6% | +14.5% | +79.2% | +60.9% |
| 3Y | +498.0% | +58.1% | +439.9% | +217.8% |
| 5Y | +172.5% | +43.3% | +129.2% | +73.0% |
| 10Y | +2,960.8% | +193.2% | +2,767.6% | +784.6% |
| All | +1,700.8% | +203.2% | +1,497.6% | +403.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling