-54.8%
NEXN vs VT
+66.2%
-121.0%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -6.5% | +0.4% | -7.0% | -7.1% |
| 30D | -8.7% | +1.0% | -9.7% | -9.9% |
| 3M | +11.7% | +2.4% | +9.3% | +7.4% |
| 6M | +43.1% | +12.0% | +31.1% | +19.9% |
| YTD | +46.2% | +15.3% | +30.8% | +17.1% |
| 1Y | -1.8% | +22.6% | -24.4% | -28.2% |
| 3Y | +147.7% | +74.7% | +73.0% | +7.1% |
| All | -54.8% | +66.2% | -121.0% | -78.2% |
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