+68.1%
NTAP vs VO
+16.3%
+51.9%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.9% | -2.5% | -2.8% |
| 7D | -16.1% | +1.0% | -17.1% | -17.2% |
| 30D | -15.9% | +2.6% | -18.6% | -18.8% |
| 3M | -1.2% | -0.3% | -1.0% | -0.7% |
| 6M | +70.1% | +7.6% | +62.5% | +55.1% |
| YTD | +77.9% | +14.7% | +63.2% | +50.8% |
| 1Y | +68.1% | +16.4% | +51.7% | +40.3% |
| All | +68.1% | +16.3% | +51.9% | +40.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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