+17.3%
NTRL vs VT
+115.6%
-98.3%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.9% | +1.3% |
| 7D | -1.3% | +2.9% | -4.2% | -1.6% |
| 30D | -1.7% | -2.5% | +0.8% | -1.4% |
| 3M | +1.2% | -3.3% | +4.5% | +1.5% |
| 6M | +3.8% | +1.5% | +2.2% | +3.5% |
| YTD | +4.7% | +11.4% | -6.7% | +3.2% |
| 1Y | +5.1% | +11.9% | -6.8% | +3.5% |
| 3Y | +14.7% | +73.9% | -59.2% | +6.1% |
| 5Y | +19.8% | +57.9% | -38.1% | +12.5% |
| All | +17.3% | +115.6% | -98.3% | -0.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling