-50.6%
NEXN vs VT
+65.4%
-116.0%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.7% | -1.8% |
| 7D | +0.6% | -2.3% | +2.9% | +3.6% |
| 30D | -1.2% | -5.0% | +3.7% | +5.5% |
| 3M | -19.3% | -4.9% | -14.4% | -14.0% |
| 6M | +15.9% | -1.5% | +17.4% | +16.7% |
| YTD | +35.2% | +8.5% | +26.7% | +17.2% |
| 1Y | +13.8% | +11.4% | +2.4% | -5.0% |
| 3Y | +138.3% | +70.1% | +68.2% | +5.8% |
| 5Y | -50.4% | +53.7% | -104.2% | -73.4% |
| All | -50.6% | +65.4% | -116.0% | -77.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling