+68.1%
NTAP vs VTR
+22.5%
+45.7%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.5% | -4.1% | -0.6% |
| 7D | -16.1% | +10.0% | -26.1% | -12.7% |
| 30D | -15.9% | +9.6% | -25.6% | -12.6% |
| 3M | -1.2% | -1.2% | 0.0% | -0.8% |
| 6M | +70.1% | +2.8% | +67.2% | +79.0% |
| YTD | +77.9% | +17.4% | +60.5% | +95.2% |
| 1Y | +68.1% | +22.0% | +46.1% | +94.7% |
| All | +68.1% | +22.5% | +45.7% | +94.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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