+149.4%
NTAP vs VOO
+77.0%
+72.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.9% | -1.7% |
| 7D | +2.2% | -0.4% | +2.6% | +2.7% |
| 30D | -7.0% | -1.4% | -5.7% | -5.4% |
| 3M | +12.3% | +3.7% | +8.6% | +7.3% |
| 6M | +85.1% | +13.0% | +72.1% | +58.7% |
| YTD | +74.8% | +12.4% | +62.3% | +51.4% |
| 1Y | +52.7% | +18.6% | +34.1% | +23.8% |
| All | +149.4% | +77.0% | +72.4% | +32.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling