-25.1%
NX vs VT
+69.7%
-94.9%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.4% |
| 7D | +0.1% | -2.3% | +2.5% | +4.2% |
| 30D | +12.6% | -5.0% | +17.5% | +22.2% |
| 3M | -0.4% | -4.9% | +4.4% | +8.2% |
| 6M | +3.8% | -1.5% | +5.3% | +8.5% |
| YTD | +36.4% | +8.5% | +27.9% | +25.0% |
| 1Y | +61.9% | +11.4% | +50.5% | +43.0% |
| 3Y | -25.1% | +70.1% | -95.2% | -64.8% |
| All | -25.1% | +69.7% | -94.9% | -64.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling