+492.2%
NTRS vs VOO
+810.0%
-317.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.2% | +0.1% |
| 7D | +1.4% | -0.8% | +2.1% | +2.3% |
| 30D | -0.7% | -1.1% | +0.4% | +0.6% |
| 3M | +11.3% | +3.9% | +7.4% | +6.2% |
| 6M | +35.5% | +13.6% | +21.9% | +16.3% |
| YTD | +40.6% | +12.7% | +27.9% | +22.0% |
| 1Y | +49.2% | +17.6% | +31.6% | +23.2% |
| 3Y | +167.2% | +77.3% | +89.9% | +36.0% |
| 5Y | +94.9% | +84.1% | +10.8% | -4.9% |
| 10Y | +259.5% | +323.5% | -64.1% | -34.9% |
| All | +492.2% | +810.0% | -317.8% | -57.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 all: compounded portfolio wealth divided by compounded VOO 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…
all analysis · Full analysis span regression · 6 months rolling