+94.8%
IVV vs NXT
+213.5%
-118.7%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -1.9% | -0.5% |
| 7D | +2.6% | -9.4% | +12.0% | +3.4% |
| 30D | -2.0% | +15.1% | -17.1% | -3.3% |
| 3M | -2.8% | -9.1% | +6.3% | -2.3% |
| 6M | +2.2% | -30.3% | +32.5% | +4.2% |
| YTD | +11.5% | +9.1% | +2.4% | +9.4% |
| 1Y | +13.5% | +7.9% | +5.6% | +11.3% |
| 3Y | +78.1% | +176.5% | -98.4% | +58.3% |
| All | +94.8% | +213.5% | -118.7% | +69.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling