+82.4%
VZ vs NTRA
+1,694.1%
-1,611.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -0.1% |
| 7D | +0.9% | -11.2% | +12.2% | +1.1% |
| 30D | +6.9% | -18.4% | +25.3% | +7.2% |
| 3M | +0.6% | +2.2% | -1.6% | +0.5% |
| 6M | +0.3% | +58.1% | -57.8% | -0.6% |
| YTD | +21.9% | +41.0% | -19.1% | +20.9% |
| 1Y | +21.7% | +54.1% | -32.5% | +20.5% |
| 3Y | +58.5% | +590.9% | -532.4% | +50.7% |
| 5Y | +22.4% | +180.7% | -158.3% | +17.7% |
| 10Y | +71.4% | +2,796.3% | -2,724.9% | +51.7% |
| All | +82.4% | +1,694.1% | -1,611.7% | +65.6% |
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