+252.0%
VTV vs NTRA
+1,727.4%
-1,475.4%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.1% | +0.7% |
| 7D | -1.1% | +0.2% | -1.3% | -1.1% |
| 30D | -1.0% | +4.1% | -5.1% | -1.4% |
| 3M | +4.6% | +50.0% | -45.4% | +0.8% |
| 6M | +13.5% | +67.3% | -53.8% | +8.0% |
| YTD | +18.5% | +43.6% | -25.1% | +14.0% |
| 1Y | +22.9% | +89.2% | -66.4% | +15.4% |
| 3Y | +67.8% | +502.5% | -434.7% | +41.1% |
| 5Y | +81.8% | +173.8% | -91.9% | +57.2% |
| 10Y | +233.0% | +3,189.3% | -2,956.3% | +126.0% |
| All | +252.0% | +1,727.4% | -1,475.4% | +142.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling