+89.9%
IVV vs NXT
+246.1%
-156.2%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +5.3% | -5.0% | -0.1% |
| 7D | -2.7% | +32.2% | -34.9% | -5.0% |
| 30D | -5.4% | +21.9% | -27.3% | -7.1% |
| 3M | -4.1% | +6.6% | -10.6% | -4.9% |
| 6M | +0.7% | -16.8% | +17.5% | +1.3% |
| YTD | +8.7% | +20.4% | -11.7% | +5.8% |
| 1Y | +11.0% | -1.5% | +12.5% | +9.4% |
| 3Y | +75.4% | +182.4% | -107.0% | +55.7% |
| All | +89.9% | +246.1% | -156.2% | +64.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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