+625.8%
NTAP vs VOO
+325.3%
+300.5%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +0.8% | +7.7% | +7.6% |
| 7D | +7.4% | -0.8% | +8.1% | +8.4% |
| 30D | -1.4% | -1.1% | -0.3% | -0.1% |
| 3M | +24.6% | +3.9% | +20.7% | +19.3% |
| 6M | +105.9% | +13.6% | +92.3% | +77.7% |
| YTD | +88.5% | +12.7% | +75.8% | +64.8% |
| 1Y | +62.1% | +17.6% | +44.5% | +35.1% |
| 3Y | +169.1% | +77.3% | +91.7% | +42.1% |
| 5Y | +141.9% | +84.1% | +57.7% | +22.0% |
| All | +625.8% | +325.3% | +300.5% | +21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling