+127.8%
NTAP vs VEU
+50.0%
+77.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.9% | +3.1% | +3.1% |
| 7D | -2.4% | -0.5% | -1.9% | -1.6% |
| 30D | -23.4% | -1.0% | -22.4% | -22.4% |
| 3M | -7.5% | -3.6% | -3.9% | -3.9% |
| 6M | +56.4% | -1.2% | +57.5% | +58.3% |
| YTD | +73.6% | +12.0% | +61.7% | +54.0% |
| 1Y | +68.4% | +13.9% | +54.5% | +46.9% |
| 3Y | +150.6% | +71.3% | +79.3% | +45.3% |
| All | +127.8% | +50.0% | +77.8% | +52.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling