-36.8%
NXDT vs VOO
+325.3%
-362.1%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.6% |
| 7D | -2.7% | -0.8% | -2.0% | -2.2% |
| 30D | +10.1% | -1.1% | +11.2% | +11.1% |
| 3M | +4.3% | +3.9% | +0.4% | +1.3% |
| 6M | +17.9% | +13.6% | +4.3% | +7.4% |
| YTD | +47.8% | +12.7% | +35.1% | +35.7% |
| 1Y | +59.8% | +17.6% | +42.2% | +42.3% |
| 3Y | -18.5% | +77.3% | -95.8% | -45.3% |
| 5Y | -43.1% | +84.1% | -127.2% | -63.2% |
| All | -36.8% | +325.3% | -362.1% | -75.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling