+175.4%
NTRA vs VT
+57.0%
+118.4%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -0.8% |
| 7D | +2.7% | +2.4% | +0.4% | -0.9% |
| 30D | -19.2% | -1.5% | -17.7% | -17.1% |
| 3M | +2.7% | -4.1% | +6.8% | +9.7% |
| 6M | +63.4% | +0.6% | +62.8% | +62.1% |
| YTD | +39.3% | +11.0% | +28.2% | +18.2% |
| 1Y | +59.0% | +13.3% | +45.7% | +30.3% |
| 3Y | +557.4% | +73.4% | +484.0% | +172.6% |
| All | +175.4% | +57.0% | +118.4% | +47.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling