+2,630.3%
NXE vs VT
+289.2%
+2,341.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | +3.2% | +0.4% | +2.7% | +2.6% |
| 30D | +6.9% | +1.0% | +5.9% | +5.7% |
| 3M | -6.0% | +2.4% | -8.3% | -8.0% |
| 6M | -16.0% | +12.0% | -28.0% | -26.7% |
| YTD | +16.6% | +15.3% | +1.3% | -1.8% |
| 1Y | +41.2% | +22.6% | +18.6% | +10.2% |
| 3Y | +103.6% | +74.7% | +28.9% | +3.2% |
| 5Y | +88.6% | +66.1% | +22.4% | +6.2% |
| 10Y | +507.2% | +225.0% | +282.2% | +96.2% |
| All | +2,630.3% | +289.2% | +2,341.1% | +924.2% |
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