+17.4%
NTRL price history and return analytics
+120.8%
-103.4%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.4% |
| 7D | -0.3% | -1.1% | +0.8% | -0.2% |
| 30D | +1.3% | -1.0% | +2.3% | +1.4% |
| 3M | +3.4% | +3.2% | +0.2% | +3.0% |
| 6M | +4.4% | +12.5% | -8.1% | +2.8% |
| YTD | +4.8% | +14.1% | -9.2% | +3.1% |
| 1Y | +7.6% | +18.9% | -11.3% | +5.2% |
| 3Y | +14.0% | +74.1% | -60.1% | +5.5% |
| 5Y | +19.7% | +66.9% | -47.1% | +11.4% |
| All | +17.4% | +120.8% | -103.4% | -0.5% |
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