+572.3%
NTAP vs VEU
+192.1%
+380.1%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | -0.4% |
| 7D | -0.8% | +1.1% | -1.9% | -1.8% |
| 30D | -0.5% | +2.2% | -2.7% | -2.6% |
| 3M | +4.1% | +3.0% | +1.1% | +1.1% |
| 6M | +88.0% | +10.9% | +77.1% | +69.1% |
| YTD | +75.6% | +18.2% | +57.4% | +48.8% |
| 1Y | +58.9% | +28.3% | +30.6% | +24.9% |
| 3Y | +153.6% | +74.6% | +79.0% | +50.0% |
| 5Y | +127.6% | +56.4% | +71.3% | +49.3% |
| 10Y | +580.4% | +153.0% | +427.4% | +195.7% |
| All | +572.3% | +192.1% | +380.1% | +138.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling