+70.4%
VXUS vs NTAP
+144.4%
-74.0%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +4.1% | -1.2% | +2.2% |
| 7D | +0.8% | -5.0% | +5.7% | +1.5% |
| 30D | -1.9% | -25.8% | +23.9% | +2.2% |
| 3M | -4.4% | -6.9% | +2.5% | -3.9% |
| 6M | -2.0% | +50.0% | -52.0% | -9.3% |
| YTD | +11.1% | +66.9% | -55.8% | +0.4% |
| 1Y | +15.1% | +58.3% | -43.2% | +4.9% |
| 3Y | +70.4% | +145.1% | -74.7% | +46.0% |
| All | +70.4% | +144.4% | -74.0% | +46.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling