+1,700.8%
NTRA price history and return analytics
+226.4%
+1,474.4%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.5% |
| 7D | +1.1% | +1.0% | 0.0% | -0.4% |
| 30D | +0.6% | -0.2% | +0.9% | +1.0% |
| 3M | +51.8% | +4.5% | +47.3% | +42.6% |
| 6M | +63.6% | +14.1% | +49.5% | +35.9% |
| YTD | +41.5% | +14.8% | +26.7% | +16.3% |
| 1Y | +93.6% | +21.2% | +72.5% | +47.3% |
| 3Y | +498.0% | +76.6% | +421.5% | +169.4% |
| 5Y | +172.5% | +66.6% | +105.9% | +37.8% |
| 10Y | +2,960.8% | +222.3% | +2,738.5% | +683.5% |
| All | +1,700.8% | +226.4% | +1,474.4% | +345.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling