+568.7%
NTAP price history and return analytics
+226.9%
+341.8%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.2% | +0.4% |
| 7D | -1.0% | -2.0% | +1.0% | +1.4% |
| 30D | -7.5% | -1.4% | -6.1% | -5.9% |
| 3M | +14.6% | +4.7% | +9.9% | +8.4% |
| 6M | +91.0% | +11.4% | +79.7% | +67.2% |
| YTD | +73.7% | +13.1% | +60.6% | +49.7% |
| 1Y | +51.2% | +19.0% | +32.2% | +22.7% |
| 3Y | +146.1% | +73.9% | +72.2% | +28.9% |
| 5Y | +122.8% | +65.4% | +57.4% | +24.1% |
| All | +568.7% | +226.9% | +341.8% | +60.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling