+1,999.2%
NXE vs VT
+266.1%
+1,733.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.2% | +3.8% | +3.7% |
| 7D | -0.2% | -2.3% | +2.1% | +2.8% |
| 30D | -8.2% | -5.0% | -3.3% | -1.5% |
| 3M | -19.4% | -4.9% | -14.5% | -13.2% |
| 6M | -35.9% | -1.5% | -34.4% | -33.5% |
| YTD | -10.3% | +8.5% | -18.8% | -17.7% |
| 1Y | +1.5% | +11.4% | -9.9% | -9.6% |
| 3Y | +42.5% | +70.1% | -27.6% | -24.7% |
| 5Y | +39.4% | +53.7% | -14.4% | -13.3% |
| 10Y | +650.0% | +220.0% | +430.0% | +157.4% |
| All | +1,999.2% | +266.1% | +1,733.2% | +758.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling