+48.3%
NTST price history and return analytics
+120.5%
-72.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.5% |
| 7D | -1.8% | -0.1% | -1.7% | -1.7% |
| 30D | +1.2% | -0.7% | +1.8% | +1.5% |
| 3M | -0.1% | +4.0% | -4.1% | -2.7% |
| 6M | -1.0% | +12.3% | -13.2% | -8.0% |
| YTD | +17.4% | +14.0% | +3.4% | +7.7% |
| 1Y | +14.5% | +20.3% | -5.8% | +1.4% |
| 3Y | +37.0% | +75.4% | -38.4% | -7.4% |
| 5Y | -1.2% | +66.0% | -67.2% | -30.5% |
| All | +48.3% | +120.5% | -72.1% | -13.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling