+62.1%
NTAP vs VSXY
+184.3%
-122.2%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +3.1% | +5.5% | +8.6% |
| 7D | +7.4% | +0.1% | +7.3% | +7.4% |
| 30D | -1.4% | -18.7% | +17.3% | -1.7% |
| 3M | +24.6% | -4.0% | +28.5% | +24.5% |
| 6M | +105.9% | +67.5% | +38.4% | +103.4% |
| YTD | +88.5% | +39.7% | +48.9% | +85.2% |
| 1Y | +62.1% | +180.0% | -117.9% | +33.4% |
| All | +62.1% | +184.3% | -122.2% | +33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 1y: compounded portfolio wealth divided by compounded VSXY 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…
1y analysis · Full analysis span regression · 6 months rolling