+52.7%
NTAP vs VO
+13.6%
+39.1%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.5% | -1.2% |
| 7D | +2.2% | -0.6% | +2.8% | +3.1% |
| 30D | -7.0% | -1.9% | -5.1% | -4.4% |
| 3M | +12.3% | +3.3% | +9.0% | +7.7% |
| 6M | +85.1% | +9.7% | +75.4% | +63.7% |
| YTD | +74.8% | +12.6% | +62.2% | +49.7% |
| 1Y | +52.7% | +13.6% | +39.0% | +29.5% |
| All | +52.7% | +13.6% | +39.1% | +29.5% |
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