+8.2%
NTRSO vs VT
+76.6%
-68.4%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.4% |
| 7D | -0.7% | +1.0% | -1.8% | -1.1% |
| 30D | +1.5% | -0.2% | +1.7% | +1.5% |
| 3M | +2.2% | +4.5% | -2.3% | +0.8% |
| 6M | -2.3% | +14.1% | -16.3% | -6.5% |
| YTD | -0.9% | +14.8% | -15.6% | -5.4% |
| 1Y | -4.4% | +21.2% | -25.6% | -10.4% |
| 3Y | +8.2% | +76.6% | -68.3% | -17.9% |
| All | +8.2% | +76.6% | -68.4% | -17.9% |
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