+208.2%
VTI vs NTR
+98.7%
+109.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.5% | +1.8% | 0.0% |
| 7D | -2.0% | -2.5% | +0.4% | -1.4% |
| 30D | -1.9% | +17.0% | -19.0% | -6.0% |
| 3M | +4.5% | +22.2% | -17.6% | -1.2% |
| 6M | +12.6% | +5.2% | +7.4% | +9.9% |
| YTD | +12.0% | +29.7% | -17.7% | +2.6% |
| 1Y | +17.3% | +39.4% | -22.1% | +4.8% |
| 3Y | +75.3% | +38.2% | +37.2% | +54.0% |
| 5Y | +74.0% | +47.6% | +26.4% | +37.5% |
| All | +208.2% | +98.7% | +109.5% | +95.8% |
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