+68.1%
NTAP vs VLTO
+18.3%
+49.8%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.6% | -2.2% | -1.5% |
| 7D | -16.1% | +13.8% | -29.9% | -14.3% |
| 30D | -15.9% | +21.2% | -37.1% | -14.2% |
| 3M | -1.2% | +21.5% | -22.7% | +0.8% |
| 6M | +70.1% | +33.0% | +37.1% | +72.2% |
| YTD | +77.9% | +17.8% | +60.2% | +87.2% |
| 1Y | +68.1% | +18.1% | +50.0% | +76.1% |
| All | +68.1% | +18.3% | +49.8% | +76.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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