+124.8%
NTAP vs VRSN
+30.8%
+94.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.7% | -4.0% | -2.8% |
| 7D | +2.2% | -1.0% | +3.2% | +2.5% |
| 30D | -7.0% | -1.9% | -5.1% | -6.6% |
| 3M | +12.3% | +1.4% | +10.9% | +11.4% |
| 6M | +85.1% | +19.0% | +66.1% | +72.3% |
| YTD | +74.8% | +19.2% | +55.6% | +62.0% |
| 1Y | +52.7% | +1.7% | +51.0% | +50.1% |
| 3Y | +147.7% | +41.4% | +106.2% | +109.7% |
| 5Y | +124.8% | +31.7% | +93.1% | +95.6% |
| All | +124.8% | +30.8% | +94.0% | +95.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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