+86.2%
NXE vs VT
+66.2%
+20.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | +0.6% |
| 7D | +7.7% | +1.0% | +6.6% | +5.7% |
| 30D | +2.5% | -0.2% | +2.7% | +3.2% |
| 3M | +2.8% | +4.5% | -1.8% | -4.5% |
| 6M | -11.6% | +14.1% | -25.6% | -29.3% |
| YTD | +16.2% | +14.8% | +1.4% | -7.7% |
| 1Y | +34.1% | +21.2% | +12.9% | -3.0% |
| 3Y | +95.4% | +76.6% | +18.9% | -27.6% |
| 5Y | +86.2% | +66.6% | +19.6% | -15.1% |
| All | +86.2% | +66.2% | +20.0% | -15.1% |
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