+68.5%
VG vs NTRS
+38.4%
+30.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -0.9% |
| 7D | +14.0% | +3.2% | +10.8% | +14.4% |
| 30D | -1.0% | +9.6% | -10.6% | +0.2% |
| 3M | -2.7% | -6.0% | +3.3% | -3.6% |
| 6M | +1.5% | +10.4% | -8.9% | +2.8% |
| YTD | +93.7% | +32.5% | +61.3% | +101.9% |
| 1Y | +68.5% | +41.2% | +27.3% | +80.7% |
| All | +68.5% | +38.4% | +30.1% | +80.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling