+143.4%
NTAP vs VEEV
-13.7%
+157.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +0.5% | +8.0% | +8.4% |
| 7D | +7.4% | -4.6% | +12.0% | +8.4% |
| 30D | -1.4% | +8.6% | -10.0% | -3.6% |
| 3M | +24.6% | +62.4% | -37.9% | +10.5% |
| 6M | +105.9% | +40.3% | +65.6% | +88.3% |
| YTD | +88.5% | +17.5% | +71.0% | +78.8% |
| 1Y | +62.1% | -6.1% | +68.2% | +60.8% |
| 3Y | +169.1% | +16.7% | +152.4% | +149.3% |
| All | +143.4% | -13.7% | +157.1% | +133.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling