+524.6%
NTAP vs VEEV
+623.9%
-99.3%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.3% | +3.4% | +0.8% |
| 7D | -0.8% | -0.6% | -0.2% | -0.7% |
| 30D | -0.5% | +28.8% | -29.4% | -6.6% |
| 3M | +4.1% | +54.0% | -50.0% | -6.6% |
| 6M | +88.0% | +46.0% | +42.0% | +70.3% |
| YTD | +75.6% | +23.2% | +52.3% | +65.0% |
| 1Y | +58.9% | +1.9% | +57.1% | +55.3% |
| 3Y | +153.6% | +27.0% | +126.6% | +130.0% |
| 5Y | +127.6% | -13.4% | +141.0% | +118.4% |
| 10Y | +580.4% | +575.2% | +5.1% | +310.9% |
| All | +524.6% | +623.9% | -99.3% | +262.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling