+436.1%
NTAP vs VOO
+800.4%
-364.3%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.2% | -2.1% |
| 7D | +7.2% | +2.6% | +4.6% | +4.2% |
| 30D | -18.4% | -2.0% | -16.4% | -16.0% |
| 3M | -11.3% | -2.8% | -8.6% | -7.7% |
| 6M | +53.8% | +2.2% | +51.6% | +51.5% |
| YTD | +72.0% | +11.5% | +60.4% | +53.4% |
| 1Y | +68.0% | +13.5% | +54.5% | +47.0% |
| 3Y | +149.5% | +78.1% | +71.4% | +32.5% |
| 5Y | +125.6% | +73.1% | +52.4% | +23.2% |
| 10Y | +583.1% | +310.7% | +272.4% | +41.1% |
| All | +436.1% | +800.4% | -364.3% | -59.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling