-0.7%
NRXS vs VT
+74.7%
-75.3%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | -0.7% | +0.4% | -1.1% | -1.2% |
| 30D | -12.2% | +1.0% | -13.2% | -13.2% |
| 3M | -18.0% | +2.4% | -20.4% | -20.0% |
| 6M | +2.6% | +12.0% | -9.4% | -10.2% |
| YTD | +31.3% | +15.3% | +15.9% | +11.1% |
| 1Y | +142.1% | +22.6% | +119.5% | +91.8% |
| 3Y | +37.0% | +74.7% | -37.7% | -42.0% |
| All | -0.7% | +74.7% | -75.3% | -58.2% |
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