+82.3%
VOO vs NTAP
+129.9%
-47.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.3% | +1.9% | +0.2% |
| 7D | -0.4% | +2.2% | -2.6% | -1.0% |
| 30D | -1.4% | -7.0% | +5.7% | +0.5% |
| 3M | +3.7% | +12.3% | -8.6% | -0.1% |
| 6M | +13.0% | +85.1% | -72.1% | -8.0% |
| YTD | +12.4% | +74.8% | -62.3% | -7.1% |
| 1Y | +18.6% | +52.7% | -34.1% | +2.2% |
| 3Y | +78.1% | +147.7% | -69.6% | +22.7% |
| 5Y | +82.3% | +124.8% | -42.5% | +24.5% |
| All | +82.3% | +129.9% | -47.7% | +24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NTAP.
Daily Out/Under-Performance
Portfolio return minus NTAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTAP 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 NTAP 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