-67.7%
NIXX vs VT
+72.7%
-140.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.9% | -1.7% | -1.4% |
| 7D | -13.5% | -2.0% | -11.5% | -11.0% |
| 30D | -2.9% | -1.4% | -1.5% | -0.8% |
| 3M | -39.5% | +4.7% | -44.2% | -43.3% |
| 6M | -0.6% | +11.4% | -12.0% | -14.8% |
| YTD | -43.9% | +13.1% | -57.0% | -52.5% |
| 1Y | -65.5% | +19.0% | -84.5% | -72.9% |
| All | -67.7% | +72.7% | -140.4% | -80.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling