-5.2%
NRXS vs VT
+71.2%
-76.4%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | +0.3% |
| 7D | -6.3% | -2.0% | -4.3% | -4.0% |
| 30D | -10.4% | -1.4% | -9.0% | -8.8% |
| 3M | -16.3% | +4.7% | -21.1% | -20.4% |
| 6M | -9.8% | +11.4% | -21.2% | -20.5% |
| YTD | +25.3% | +13.1% | +12.3% | +8.6% |
| 1Y | +133.2% | +19.0% | +114.2% | +91.3% |
| 3Y | +38.8% | +73.9% | -35.2% | -41.1% |
| All | -5.2% | +71.2% | -76.4% | -59.1% |
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 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