+167.2%
NTRS price history and return analytics
+74.2%
+93.0%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.1% |
| 7D | +1.4% | -1.1% | +2.5% | +2.5% |
| 30D | -0.7% | -1.0% | +0.3% | +0.3% |
| 3M | +11.3% | +3.2% | +8.2% | +7.4% |
| 6M | +35.5% | +12.5% | +23.1% | +18.3% |
| YTD | +40.6% | +14.1% | +26.5% | +21.0% |
| 1Y | +49.2% | +18.9% | +30.3% | +22.4% |
| 3Y | +167.2% | +74.1% | +93.1% | +33.7% |
| All | +167.2% | +74.2% | +93.0% | +33.7% |
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