+916.4%
VRT vs NTRA
+171.1%
+745.3%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.3% | -4.4% | -5.2% |
| 7D | -7.7% | -0.5% | -7.2% | -7.6% |
| 30D | -12.0% | +4.3% | -16.2% | -13.3% |
| 3M | -11.7% | +50.6% | -62.3% | -24.9% |
| 6M | -8.1% | +63.9% | -72.0% | -25.4% |
| YTD | +53.2% | +42.4% | +10.9% | +30.5% |
| 1Y | +81.7% | +92.1% | -10.4% | +38.7% |
| 3Y | +535.3% | +501.7% | +33.5% | +238.3% |
| 5Y | +916.4% | +171.4% | +744.9% | +513.9% |
| All | +916.4% | +171.1% | +745.3% | +513.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling