+143.6%
VLO vs NTRA
+96.0%
+47.6%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.1% | 0.0% |
| 7D | +5.2% | +0.6% | +4.6% | +5.3% |
| 30D | +22.6% | +19.5% | +3.1% | +25.1% |
| 3M | +43.8% | +47.8% | -4.0% | +50.6% |
| 6M | +65.7% | +61.6% | +4.1% | +76.4% |
| YTD | +131.1% | +43.3% | +87.8% | +146.2% |
| 1Y | +143.6% | +97.0% | +46.6% | +144.1% |
| All | +143.6% | +96.0% | +47.6% | +144.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling