+2,723.0%
VRT vs NTR
+87.6%
+2,635.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.6% | +5.9% | +4.9% |
| 7D | +9.1% | +8.1% | +1.0% | +5.9% |
| 30D | +0.9% | +18.8% | -17.8% | -5.5% |
| 3M | -13.4% | +16.2% | -29.6% | -18.8% |
| 6M | +11.7% | +9.8% | +1.9% | +6.1% |
| YTD | +73.2% | +30.9% | +42.4% | +53.5% |
| 1Y | +123.4% | +41.8% | +81.7% | +90.4% |
| 3Y | +606.2% | +35.8% | +570.4% | +499.6% |
| 5Y | +899.9% | +51.0% | +848.8% | +658.0% |
| All | +2,723.0% | +87.6% | +2,635.5% | +1,271.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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