+124.8%
VGT vs NTRA
+507.7%
-382.9%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | +1.0% |
| 7D | -0.2% | +0.2% | -0.4% | -0.2% |
| 30D | -0.4% | +4.1% | -4.5% | -1.3% |
| 3M | +4.4% | +50.0% | -45.6% | -5.2% |
| 6M | +32.1% | +67.3% | -35.2% | +15.6% |
| YTD | +28.8% | +43.6% | -14.8% | +16.6% |
| 1Y | +35.3% | +89.2% | -53.9% | +14.0% |
| 3Y | +124.8% | +502.5% | -377.8% | +55.0% |
| All | +124.8% | +507.7% | -382.9% | +55.0% |
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