+136.7%
NTAP vs VO
+43.2%
+93.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.5% | +2.5% |
| 7D | +3.3% | +0.6% | +2.6% | +2.6% |
| 30D | -0.2% | -1.1% | +0.9% | +1.0% |
| 3M | +11.4% | +4.5% | +6.8% | +6.4% |
| 6M | +88.7% | +11.1% | +77.6% | +69.2% |
| YTD | +78.9% | +13.5% | +65.4% | +57.4% |
| 1Y | +58.8% | +14.5% | +44.3% | +38.8% |
| 3Y | +153.5% | +58.1% | +95.4% | +63.5% |
| 5Y | +136.7% | +43.3% | +93.5% | +66.6% |
| All | +136.7% | +43.2% | +93.5% | +66.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling