+49.6%
NX vs VT
+11.9%
+37.7%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.2% |
| 7D | -7.3% | +2.4% | -9.6% | -11.4% |
| 30D | +5.4% | -1.5% | +6.9% | +8.8% |
| 3M | -9.9% | -4.1% | -5.7% | -1.3% |
| 6M | +0.9% | +0.6% | +0.3% | +2.3% |
| YTD | +26.4% | +11.0% | +15.4% | +10.6% |
| 1Y | +49.6% | +13.3% | +36.3% | +26.4% |
| All | +49.6% | +11.9% | +37.7% | +26.4% |
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 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