+93.5%
VZ vs NTRA
+1,723.2%
-1,629.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.0% | -0.9% |
| 7D | +0.1% | +0.6% | -0.5% | +0.1% |
| 30D | +7.9% | +19.5% | -11.6% | +7.6% |
| 3M | +13.6% | +47.8% | -34.1% | +12.9% |
| 6M | +1.1% | +61.6% | -60.5% | +0.1% |
| YTD | +29.3% | +43.3% | -14.0% | +28.3% |
| 1Y | +21.2% | +97.0% | -75.8% | +19.5% |
| 3Y | +75.9% | +424.9% | -349.0% | +68.4% |
| 5Y | +24.1% | +165.2% | -141.1% | +19.5% |
| 10Y | +62.4% | +3,114.3% | -3,051.9% | +43.4% |
| All | +93.5% | +1,723.2% | -1,629.7% | +75.7% |
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 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