+502.5%
NTRA price history and return analytics
+74.2%
+428.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | -0.4% |
| 7D | +0.2% | -1.1% | +1.3% | +1.8% |
| 30D | +4.1% | -1.0% | +5.1% | +5.5% |
| 3M | +50.0% | +3.2% | +46.9% | +43.8% |
| 6M | +67.3% | +12.5% | +54.8% | +41.9% |
| YTD | +43.6% | +14.1% | +29.5% | +19.2% |
| 1Y | +89.2% | +18.9% | +70.3% | +47.9% |
| 3Y | +502.5% | +74.1% | +428.5% | +157.1% |
| All | +502.5% | +74.2% | +428.3% | +157.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling