+53.4%
VT vs NTRA
+168.2%
-114.8%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -14.6% | +14.8% | +2.0% |
| 7D | -2.3% | -25.0% | +22.7% | +1.0% |
| 30D | -5.0% | -21.5% | +16.5% | -2.4% |
| 3M | -4.9% | +17.1% | -21.9% | -7.3% |
| 6M | -1.5% | +44.4% | -46.0% | -6.9% |
| YTD | +8.5% | +35.6% | -27.1% | +2.9% |
| 1Y | +11.4% | +56.5% | -45.2% | +3.7% |
| 3Y | +70.1% | +620.8% | -550.7% | +30.4% |
| All | +53.4% | +168.2% | -114.8% | +25.9% |
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