+124.8%
NTAP vs VOO
+81.6%
+43.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.9% | -1.8% |
| 7D | +2.2% | -0.4% | +2.6% | +2.6% |
| 30D | -7.0% | -1.4% | -5.7% | -5.6% |
| 3M | +12.3% | +3.7% | +8.6% | +7.8% |
| 6M | +85.1% | +13.0% | +72.1% | +61.4% |
| YTD | +74.8% | +12.4% | +62.3% | +53.9% |
| 1Y | +52.7% | +18.6% | +34.1% | +26.9% |
| 3Y | +147.7% | +78.1% | +69.6% | +36.2% |
| 5Y | +124.8% | +82.3% | +42.5% | +20.6% |
| All | +124.8% | +81.6% | +43.2% | +20.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling