-9.2%
NX vs VT
+58.5%
-67.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -0.6% | -7.2% | -7.0% |
| 7D | -7.6% | +2.9% | -10.4% | -10.9% |
| 30D | +2.6% | -2.5% | +5.1% | +6.5% |
| 3M | -11.1% | -3.3% | -7.8% | -6.5% |
| 6M | -0.1% | +1.5% | -1.6% | -0.1% |
| YTD | +27.4% | +11.4% | +16.1% | +14.1% |
| 1Y | +49.4% | +11.9% | +37.5% | +33.0% |
| 3Y | -29.9% | +73.9% | -103.7% | -62.3% |
| 5Y | -9.2% | +57.9% | -67.1% | -47.0% |
| All | -9.2% | +58.5% | -67.8% | -47.0% |
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