+90.2%
NTR price history and return analytics
+155.8%
-65.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -1.2% |
| 7D | -1.3% | -1.1% | -0.2% | -0.3% |
| 30D | +16.8% | -1.0% | +17.8% | +17.7% |
| 3M | +20.7% | +3.2% | +17.6% | +16.9% |
| 6M | +0.5% | +12.5% | -11.9% | -10.9% |
| YTD | +29.2% | +14.1% | +15.1% | +12.8% |
| 1Y | +39.6% | +18.9% | +20.7% | +17.0% |
| 3Y | +37.9% | +74.1% | -36.2% | -21.6% |
| 5Y | +47.1% | +66.9% | -19.8% | -13.5% |
| All | +90.2% | +155.8% | -65.7% | -29.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling