+109.6%
VRT vs NTAP
+54.6%
+55.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -2.3% | -7.3% | -8.9% |
| 7D | +2.4% | +2.2% | +0.2% | +1.9% |
| 30D | -2.7% | -7.0% | +4.4% | -0.3% |
| 3M | -9.2% | +12.3% | -21.5% | -12.3% |
| 6M | -0.5% | +85.1% | -85.6% | -23.3% |
| YTD | +62.3% | +74.8% | -12.4% | +30.1% |
| 1Y | +109.6% | +52.7% | +56.9% | +92.5% |
| All | +109.6% | +54.6% | +55.0% | +92.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling