+66.6%
VT vs NTRA
+165.5%
-98.9%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | +0.4% | +0.6% | -0.1% | +0.4% |
| 30D | +1.0% | +19.5% | -18.5% | -1.5% |
| 3M | +2.4% | +47.8% | -45.4% | -2.9% |
| 6M | +12.0% | +61.6% | -49.6% | +4.5% |
| YTD | +15.3% | +43.3% | -27.9% | +9.0% |
| 1Y | +22.6% | +97.0% | -74.5% | +11.1% |
| 3Y | +74.7% | +424.9% | -350.2% | +38.8% |
| All | +66.6% | +165.5% | -98.9% | +36.0% |
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