+149.4%
NTAP vs VEU
+74.2%
+75.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.5% | -1.6% |
| 7D | +2.2% | +0.3% | +1.9% | +1.9% |
| 30D | -7.0% | +0.7% | -7.7% | -7.6% |
| 3M | +12.3% | +4.7% | +7.6% | +7.4% |
| 6M | +85.1% | +11.6% | +73.5% | +65.0% |
| YTD | +74.8% | +16.8% | +58.0% | +47.9% |
| 1Y | +52.7% | +24.9% | +27.8% | +20.1% |
| All | +149.4% | +74.2% | +75.2% | +39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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