-100.0%
NIXX vs VT
+343.3%
-443.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | -0.6% | -9.3% | -8.5% |
| 7D | -9.1% | -0.1% | -8.9% | -8.6% |
| 30D | -0.5% | -0.7% | +0.1% | +1.3% |
| 3M | -22.2% | +4.0% | -26.2% | -29.7% |
| 6M | +6.5% | +12.3% | -5.8% | -18.7% |
| YTD | -42.5% | +14.0% | -56.5% | -57.1% |
| 1Y | -66.5% | +20.3% | -86.8% | -78.0% |
| 3Y | -67.2% | +75.4% | -142.6% | -90.9% |
| 5Y | -99.1% | +66.0% | -165.0% | -99.7% |
| 10Y | -92.3% | +228.2% | -320.5% | -100.0% |
| All | -100.0% | +343.3% | -443.2% | -100.0% |
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