+42.5%
NTRS vs VO
+16.3%
+26.3%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.9% | +2.3% | +2.2% |
| 7D | +3.6% | +1.0% | +2.6% | +2.5% |
| 30D | +4.3% | +2.6% | +1.7% | +1.6% |
| 3M | -1.9% | -0.3% | -1.7% | -1.7% |
| 6M | +11.4% | +7.6% | +3.9% | +2.8% |
| YTD | +32.3% | +14.7% | +17.6% | +13.6% |
| 1Y | +42.5% | +16.4% | +26.1% | +20.8% |
| All | +42.5% | +16.3% | +26.3% | +20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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