+323.2%
NTRS price history and return analytics
+364.8%
-41.6%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.9% | +2.2% | +2.4% |
| 7D | +0.3% | -2.0% | +2.3% | +2.7% |
| 30D | +0.2% | -1.4% | +1.6% | +1.8% |
| 3M | +13.2% | +4.7% | +8.5% | +6.9% |
| 6M | +36.9% | +11.4% | +25.6% | +19.7% |
| YTD | +39.1% | +13.1% | +26.1% | +19.6% |
| 1Y | +50.4% | +19.0% | +31.4% | +21.7% |
| 3Y | +166.8% | +73.9% | +92.8% | +37.9% |
| 5Y | +92.9% | +65.4% | +27.5% | +6.8% |
| 10Y | +255.7% | +225.4% | +30.3% | -9.0% |
| All | +323.2% | +364.8% | -41.6% | -15.1% |
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 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