+620.8%
NTRA vs VT
+69.7%
+551.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.6% | +0.2% | -14.8% | -14.9% |
| 7D | -25.0% | -2.3% | -22.7% | -22.5% |
| 30D | -21.5% | -5.0% | -16.5% | -15.6% |
| 3M | +17.1% | -4.9% | +21.9% | +25.9% |
| 6M | +44.4% | -1.5% | +46.0% | +47.4% |
| YTD | +35.6% | +8.5% | +27.1% | +20.8% |
| 1Y | +56.5% | +11.4% | +45.2% | +34.2% |
| 3Y | +620.8% | +70.1% | +550.7% | +236.1% |
| All | +620.8% | +69.7% | +551.1% | +236.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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