+25.9%
VZ vs NTRA
+164.5%
-138.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.8% | +0.5% |
| 7D | +0.2% | +1.1% | -0.8% | +0.2% |
| 30D | +7.1% | +0.6% | +6.5% | +7.1% |
| 3M | +12.8% | +51.8% | -39.0% | +12.9% |
| 6M | +1.8% | +63.6% | -61.8% | +1.8% |
| YTD | +30.0% | +41.5% | -11.5% | +30.0% |
| 1Y | +24.3% | +93.6% | -69.3% | +24.0% |
| 3Y | +84.3% | +498.0% | -413.7% | +79.0% |
| 5Y | +25.9% | +172.5% | -146.5% | +20.1% |
| All | +25.9% | +164.5% | -138.6% | +20.1% |
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