+147.9%
NTAP vs VEEV
+18.3%
+129.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | -1.0% | -8.2% | +7.3% | +0.4% |
| 30D | -7.5% | +10.3% | -17.8% | -9.4% |
| 3M | +14.6% | +59.4% | -44.7% | +4.4% |
| 6M | +91.0% | +37.6% | +53.4% | +77.9% |
| YTD | +73.7% | +16.9% | +56.8% | +65.2% |
| 1Y | +51.2% | -5.0% | +56.2% | +47.6% |
| All | +147.9% | +18.3% | +129.6% | +133.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 VEEV 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