+69.0%
NX vs VT
+13.0%
+55.9%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +2.6% | +3.0% | +0.5% |
| 7D | +0.6% | +0.4% | +0.2% | +0.1% |
| 30D | +19.6% | -2.6% | +22.2% | +26.3% |
| 3M | -0.1% | -3.2% | +3.1% | +7.1% |
| 6M | +8.9% | +0.9% | +8.0% | +9.6% |
| YTD | +44.1% | +11.3% | +32.8% | +25.8% |
| All | +69.0% | +13.0% | +55.9% | +44.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling