-75.3%
NTRP vs VT
+69.7%
-145.0%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.2% | +3.0% | +3.1% |
| 7D | -11.5% | -2.3% | -9.2% | -10.1% |
| 30D | -40.1% | -5.0% | -35.1% | -38.1% |
| 3M | -32.0% | -4.9% | -27.1% | -29.8% |
| 6M | -57.1% | -1.5% | -55.6% | -56.4% |
| YTD | -65.5% | +8.5% | -74.0% | -66.6% |
| 1Y | -73.6% | +11.4% | -85.0% | -74.7% |
| 3Y | -75.3% | +70.1% | -145.3% | -74.5% |
| All | -75.3% | +69.7% | -145.0% | -74.5% |
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