+91.0%
NTAP vs VNQ
+2.6%
+88.4%
-15.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.2% | -0.9% |
| 7D | -1.0% | -2.6% | +1.7% | -2.0% |
| 30D | -7.5% | -2.3% | -5.1% | -8.3% |
| 3M | +14.6% | -2.8% | +17.4% | +13.7% |
| 6M | +91.0% | +2.5% | +88.5% | +87.3% |
| All | +91.0% | +2.6% | +88.4% | +87.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 6mo: compounded portfolio wealth divided by compounded VNQ 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…
6mo analysis · Full analysis span regression · 6 months rolling