+51.2%
NTAP vs VOO
+17.3%
+33.9%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | +0.2% |
| 7D | -1.0% | -2.0% | +1.0% | +1.6% |
| 30D | -7.5% | -1.7% | -5.8% | -5.5% |
| 3M | +14.6% | +4.7% | +9.9% | +8.0% |
| 6M | +91.0% | +12.6% | +78.5% | +66.0% |
| YTD | +73.7% | +11.8% | +61.9% | +54.1% |
| 1Y | +51.2% | +17.5% | +33.7% | +22.0% |
| All | +51.2% | +17.3% | +33.9% | +22.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling