+81.5%
VZ vs NTRA
+1,633.2%
-1,551.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.6% | +3.2% | +0.6% |
| 7D | +2.4% | -19.7% | +22.1% | +2.6% |
| 30D | +11.2% | -22.1% | +33.3% | +11.5% |
| 3M | 0.0% | -2.0% | +2.0% | -0.1% |
| 6M | +1.3% | +60.6% | -59.3% | +0.3% |
| YTD | +21.3% | +36.2% | -14.9% | +20.3% |
| 1Y | +23.9% | +51.0% | -27.0% | +22.7% |
| 3Y | +57.7% | +567.5% | -509.8% | +50.0% |
| 5Y | +21.2% | +191.6% | -170.4% | +16.3% |
| 10Y | +70.6% | +2,914.3% | -2,843.7% | +50.7% |
| All | +81.5% | +1,633.2% | -1,551.7% | +64.8% |
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