+143.4%
NTAP vs VTEB
+1.2%
+142.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +0.4% | +8.2% | +8.2% |
| 7D | +7.4% | -0.9% | +8.3% | +8.2% |
| 30D | -1.4% | -2.5% | +1.1% | +0.8% |
| 3M | +24.6% | -3.0% | +27.5% | +27.8% |
| 6M | +105.9% | -2.1% | +108.0% | +109.9% |
| YTD | +88.5% | -1.5% | +90.0% | +91.4% |
| 1Y | +62.1% | +0.2% | +61.9% | +62.4% |
| 3Y | +169.1% | +8.6% | +160.5% | +149.5% |
| All | +143.4% | +1.2% | +142.2% | +100.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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