-64.2%
NXDT vs VT
+58.0%
-122.2%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.0% | -3.0% |
| 7D | -12.7% | -0.1% | -12.6% | -12.6% |
| 30D | -35.9% | -3.1% | -32.9% | -33.9% |
| 3M | -29.8% | -3.5% | -26.3% | -27.2% |
| 6M | -32.9% | +0.5% | -33.4% | -33.3% |
| YTD | -7.8% | +10.8% | -18.6% | -16.3% |
| 1Y | +25.0% | +11.9% | +13.1% | +12.2% |
| 3Y | -41.2% | +73.0% | -114.2% | -64.3% |
| All | -64.2% | +58.0% | -122.2% | -78.3% |
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