+11.9%
VT vs NTR
+29.5%
-17.6%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.5% |
| 7D | -0.1% | +4.1% | -4.3% | 0.0% |
| 30D | -3.1% | +7.0% | -10.0% | -2.9% |
| 3M | -3.5% | +9.7% | -13.2% | -3.2% |
| 6M | +0.5% | +7.4% | -6.9% | +0.6% |
| YTD | +10.8% | +19.8% | -9.0% | +9.4% |
| 1Y | +11.9% | +25.4% | -13.5% | +9.3% |
| All | +11.9% | +29.5% | -17.6% | +9.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling