+136.7%
NTAP price history and return analytics
+66.2%
+70.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.4% | +2.5% |
| 7D | +3.3% | +1.0% | +2.2% | +2.1% |
| 30D | -0.2% | -0.2% | 0.0% | 0.0% |
| 3M | +11.4% | +4.5% | +6.8% | +5.8% |
| 6M | +88.7% | +14.1% | +74.6% | +61.4% |
| YTD | +78.9% | +14.8% | +64.2% | +52.4% |
| 1Y | +58.8% | +21.2% | +37.6% | +27.1% |
| 3Y | +153.5% | +76.6% | +77.0% | +35.5% |
| 5Y | +136.7% | +66.6% | +70.1% | +35.4% |
| All | +136.7% | +66.2% | +70.5% | +35.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling