+635.3%
VST vs NTRA
+181.0%
+454.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.6% | +0.6% | -1.5% |
| 7D | -6.0% | -19.7% | +13.7% | -1.9% |
| 30D | -18.8% | -22.1% | +3.4% | -14.7% |
| 3M | -8.0% | -2.0% | -6.0% | -8.7% |
| 6M | -10.9% | +60.6% | -71.5% | -22.0% |
| YTD | -18.3% | +36.2% | -54.5% | -26.2% |
| 1Y | -29.9% | +51.0% | -80.9% | -38.2% |
| 3Y | +290.3% | +567.5% | -277.2% | +173.5% |
| 5Y | +635.3% | +191.6% | +443.7% | +432.0% |
| All | +635.3% | +181.0% | +454.3% | +432.0% |
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 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