-75.7%
NTRP vs VT
+11.9%
-87.5%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.6% | +5.5% | +5.3% |
| 7D | 0.0% | +2.9% | -2.9% | -2.4% |
| 30D | -41.0% | -2.5% | -38.5% | -39.8% |
| 3M | -27.5% | -3.3% | -24.2% | -25.8% |
| 6M | -56.8% | +1.5% | -58.3% | -56.6% |
| YTD | -66.6% | +11.4% | -77.9% | -69.8% |
| 1Y | -75.7% | +11.9% | -87.6% | -78.4% |
| All | -75.7% | +11.9% | -87.5% | -78.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling