-99.1%
NIXX vs VT
+65.7%
-164.8%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -1.4% |
| 7D | -18.8% | -1.1% | -17.7% | -17.7% |
| 30D | -13.9% | -1.0% | -12.9% | -12.9% |
| 3M | -41.1% | +3.2% | -44.2% | -43.1% |
| 6M | -5.6% | +12.5% | -18.0% | -17.3% |
| YTD | -44.2% | +14.1% | -58.2% | -51.5% |
| 1Y | -68.1% | +18.9% | -87.0% | -73.6% |
| 3Y | -67.9% | +74.1% | -142.0% | -80.9% |
| All | -99.1% | +65.7% | -164.8% | -99.4% |
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