+51.2%
NTAP vs VIG
+12.7%
+38.5%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.2% | +0.1% |
| 7D | -1.0% | -2.2% | +1.3% | +2.6% |
| 30D | -7.5% | -3.2% | -4.3% | -2.7% |
| 3M | +14.6% | +3.0% | +11.6% | +8.8% |
| 6M | +91.0% | +8.1% | +82.9% | +69.2% |
| YTD | +73.7% | +9.1% | +64.6% | +53.7% |
| 1Y | +51.2% | +12.6% | +38.7% | +25.8% |
| All | +51.2% | +12.7% | +38.5% | +25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling