-98.1%
NTRP vs VT
+53.4%
-151.5%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -56.6% |
| YTD | -65.5% | +8.5% | -74.0% | -66.9% |
| 1Y | -73.6% | +11.4% | -85.0% | -75.0% |
| 3Y | -75.3% | +70.1% | -145.3% | -80.8% |
| All | -98.1% | +53.4% | -151.5% | -98.2% |
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