+136.7%
NTAP vs VSAT
+53.4%
+83.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.2% | -1.3% | +1.6% |
| 7D | +3.3% | +17.3% | -14.0% | +1.7% |
| 30D | -0.2% | -3.3% | +3.1% | 0.0% |
| 3M | +11.4% | +18.7% | -7.4% | +8.6% |
| 6M | +88.7% | +77.6% | +11.1% | +74.8% |
| YTD | +78.9% | +125.6% | -46.7% | +61.0% |
| 1Y | +58.8% | +158.3% | -99.5% | +40.3% |
| 3Y | +153.5% | +226.1% | -72.6% | +105.6% |
| 5Y | +136.7% | +54.7% | +82.1% | +97.6% |
| All | +136.7% | +53.4% | +83.3% | +97.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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