-38.0%
VG vs NTRA
+88.7%
-126.7%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.2% | +3.4% | +2.2% |
| 7D | -2.5% | +1.1% | -3.6% | -2.6% |
| 30D | +11.1% | +0.6% | +10.5% | +11.1% |
| 3M | +14.9% | +51.8% | -37.0% | +11.6% |
| 6M | +18.4% | +63.6% | -45.2% | +12.3% |
| YTD | +116.6% | +41.5% | +75.1% | +112.7% |
| 1Y | +9.4% | +93.6% | -84.3% | -10.5% |
| All | -38.0% | +88.7% | -126.7% | -50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRA.
Daily Out/Under-Performance
Portfolio return minus NTRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRA 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 NTRA 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