+33.2%
NXE vs VT
+19.8%
+13.4%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.2% | +0.9% |
| 7D | +4.1% | -0.1% | +4.2% | +4.5% |
| 30D | +3.3% | -0.7% | +4.0% | +5.1% |
| 3M | +7.2% | +4.0% | +3.2% | -0.4% |
| 6M | -16.0% | +12.3% | -28.2% | -30.5% |
| YTD | +15.7% | +14.0% | +1.6% | -7.4% |
| All | +33.2% | +19.8% | +13.4% | -3.0% |
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 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