+57.7%
VZ vs NTRA
+586.3%
-528.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.6% | +3.2% | +0.4% |
| 7D | +2.4% | -19.7% | +22.1% | +1.1% |
| 30D | +11.2% | -22.1% | +33.3% | +9.7% |
| 3M | 0.0% | -2.0% | +2.0% | 0.0% |
| 6M | +1.3% | +60.6% | -59.3% | +3.7% |
| YTD | +21.3% | +36.2% | -14.9% | +23.7% |
| 1Y | +23.9% | +51.0% | -27.0% | +26.8% |
| 3Y | +57.7% | +567.5% | -509.8% | +67.7% |
| All | +57.7% | +586.3% | -528.6% | +67.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling