+2,192.2%
NTRA vs VTEB
+25.5%
+2,166.7%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.6% |
| 7D | +0.2% | -0.9% | +1.1% | +0.8% |
| 30D | +4.1% | -2.5% | +6.6% | +5.8% |
| 3M | +50.0% | -3.0% | +53.0% | +53.1% |
| 6M | +67.3% | -2.1% | +69.4% | +69.9% |
| YTD | +43.6% | -1.5% | +45.1% | +45.3% |
| 1Y | +89.2% | +0.2% | +89.1% | +89.7% |
| 3Y | +502.5% | +8.6% | +494.0% | +475.6% |
| 5Y | +173.8% | +1.2% | +172.6% | +165.9% |
| 10Y | +3,189.3% | +18.1% | +3,171.2% | +4,570.9% |
| All | +2,192.2% | +25.5% | +2,166.7% | +4,268.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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