+161.1%
VEA vs NTRS
+259.9%
-98.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.1% | 0.0% | +0.7% |
| 7D | -1.5% | +1.4% | -2.8% | -1.9% |
| 30D | -0.8% | -0.7% | -0.2% | -0.6% |
| 3M | +2.5% | +11.3% | -8.9% | -1.5% |
| 6M | +11.1% | +35.5% | -24.4% | -0.7% |
| YTD | +17.2% | +40.6% | -23.4% | +3.0% |
| 1Y | +24.5% | +49.2% | -24.7% | +6.9% |
| 3Y | +75.4% | +167.2% | -91.8% | +18.5% |
| 5Y | +61.1% | +94.9% | -33.8% | +19.5% |
| All | +161.1% | +259.9% | -98.9% | +49.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 10y: compounded portfolio wealth divided by compounded NTRS 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…
10y analysis · Full analysis span regression · 6 months rolling