+899.9%
VGT vs NTRA
+1,711.9%
-812.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.2% | -0.8% |
| 7D | -1.0% | -0.5% | -0.6% | -1.0% |
| 30D | -0.4% | +4.3% | -4.7% | -1.1% |
| 3M | +6.6% | +50.6% | -44.0% | -0.6% |
| 6M | +31.0% | +63.9% | -32.9% | +19.8% |
| YTD | +27.2% | +42.4% | -15.1% | +18.7% |
| 1Y | +34.5% | +92.1% | -57.6% | +19.4% |
| 3Y | +123.1% | +501.7% | -378.6% | +63.9% |
| 5Y | +135.1% | +171.4% | -36.4% | +81.7% |
| 10Y | +803.4% | +3,161.4% | -2,358.0% | +406.3% |
| All | +899.9% | +1,711.9% | -812.0% | +467.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling