+127.9%
NTAP vs VRSN
+34.7%
+93.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.7% | -2.6% |
| 7D | +7.2% | +1.4% | +5.8% | +6.7% |
| 30D | -18.4% | +3.9% | -22.2% | -19.2% |
| 3M | -11.3% | +9.3% | -20.7% | -13.7% |
| 6M | +53.8% | +6.7% | +47.1% | +49.9% |
| YTD | +72.0% | +30.0% | +41.9% | +55.5% |
| 1Y | +68.0% | +26.0% | +42.0% | +53.7% |
| 3Y | +149.5% | +53.1% | +96.3% | +107.1% |
| All | +127.9% | +34.7% | +93.2% | +96.0% |
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