+810.9%
VOO vs NTAP
+427.8%
+383.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.5% | +2.2% | +0.3% |
| 7D | +2.6% | +7.2% | -4.6% | +0.6% |
| 30D | -2.0% | -18.4% | +16.4% | +3.3% |
| 3M | -2.8% | -11.3% | +8.6% | -0.4% |
| 6M | +2.2% | +53.8% | -51.6% | -12.1% |
| YTD | +11.5% | +72.0% | -60.4% | -7.9% |
| 1Y | +13.5% | +68.0% | -54.5% | -5.7% |
| 3Y | +78.1% | +149.5% | -71.4% | +27.4% |
| 5Y | +73.1% | +125.6% | -52.4% | +25.9% |
| 10Y | +310.7% | +583.1% | -272.4% | +105.2% |
| All | +810.9% | +427.8% | +383.2% | +358.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling