+142.1%
VT vs NTR
+81.7%
+60.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.5% |
| 7D | -2.3% | +3.0% | -5.3% | -3.0% |
| 30D | -5.0% | +2.2% | -7.1% | -5.6% |
| 3M | -4.9% | +7.9% | -12.8% | -7.1% |
| 6M | -1.5% | -1.5% | 0.0% | -1.8% |
| YTD | +8.5% | +18.6% | -10.1% | +1.7% |
| 1Y | +11.4% | +31.7% | -20.3% | +1.2% |
| 3Y | +70.1% | +46.4% | +23.6% | +46.5% |
| 5Y | +53.7% | +24.2% | +29.5% | +29.3% |
| All | +142.1% | +81.7% | +60.4% | +59.3% |
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 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