+59.9%
VEA vs NTR
+45.7%
+14.2%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.4% | +1.1% |
| 7D | -1.5% | -1.3% | -0.2% | -1.2% |
| 30D | -0.8% | +16.8% | -17.6% | -3.4% |
| 3M | +2.5% | +20.7% | -18.3% | -0.9% |
| 6M | +11.1% | +0.5% | +10.6% | +10.5% |
| YTD | +17.2% | +29.2% | -12.0% | +10.7% |
| 1Y | +24.5% | +39.6% | -15.1% | +15.6% |
| 3Y | +75.4% | +37.9% | +37.6% | +60.8% |
| All | +59.9% | +45.7% | +14.2% | +35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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