+558.5%
NTAP vs VEU
+174.2%
+384.3%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.1% | -2.5% | -2.5% |
| 7D | +7.2% | +2.1% | +5.1% | +5.2% |
| 30D | -18.4% | -0.9% | -17.5% | -17.4% |
| 3M | -11.3% | -5.4% | -5.9% | -6.3% |
| 6M | +53.8% | -1.8% | +55.5% | +56.5% |
| YTD | +72.0% | +10.9% | +61.0% | +55.2% |
| 1Y | +68.0% | +13.6% | +54.5% | +48.4% |
| 3Y | +149.5% | +69.3% | +80.2% | +52.7% |
| 5Y | +125.6% | +48.1% | +77.5% | +56.2% |
| 10Y | +583.1% | +148.0% | +435.1% | +204.2% |
| All | +558.5% | +174.2% | +384.3% | +149.2% |
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