+67.8%
VTV vs NTRS
+168.2%
-100.3%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.3% | +0.4% |
| 7D | -1.1% | +1.4% | -2.5% | -1.5% |
| 30D | -1.0% | -0.7% | -0.4% | -0.9% |
| 3M | +4.6% | +11.3% | -6.7% | +1.1% |
| 6M | +13.5% | +35.5% | -22.0% | +2.9% |
| YTD | +18.5% | +40.6% | -22.1% | +5.9% |
| 1Y | +22.9% | +49.2% | -26.3% | +7.5% |
| 3Y | +67.8% | +167.2% | -99.4% | +19.0% |
| All | +67.8% | +168.2% | -100.3% | +19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 3y: compounded portfolio wealth divided by compounded NTRS 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…
3y analysis · Full analysis span regression · 6 months rolling