+1,735.1%
NTRA vs VRSN
+368.3%
+1,366.8%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.7% | +0.2% | +0.9% |
| 7D | +1.6% | -1.0% | +2.6% | +2.2% |
| 30D | +3.8% | -1.9% | +5.7% | +4.7% |
| 3M | +48.2% | +1.4% | +46.9% | +45.1% |
| 6M | +61.0% | +19.0% | +41.9% | +39.3% |
| YTD | +44.2% | +19.2% | +25.0% | +23.6% |
| 1Y | +87.3% | +1.7% | +85.6% | +77.8% |
| 3Y | +509.4% | +41.4% | +468.0% | +337.5% |
| 5Y | +175.1% | +31.7% | +143.5% | +105.6% |
| 10Y | +3,203.1% | +290.3% | +2,912.8% | +1,511.3% |
| All | +1,735.1% | +368.3% | +1,366.8% | +757.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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