+167.2%
NTRS vs VO
+55.8%
+111.4%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +0.2% |
| 7D | +1.4% | -1.5% | +2.9% | +3.2% |
| 30D | -0.7% | -3.0% | +2.4% | +3.0% |
| 3M | +11.3% | +2.8% | +8.5% | +7.5% |
| 6M | +35.5% | +10.9% | +24.6% | +19.4% |
| YTD | +40.6% | +12.5% | +28.1% | +22.1% |
| 1Y | +49.2% | +12.0% | +37.2% | +30.4% |
| 3Y | +167.2% | +56.3% | +110.9% | +51.7% |
| All | +167.2% | +55.8% | +111.4% | +51.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling