+2,019.6%
NXE vs VT
+273.8%
+1,745.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.5% | -4.3% | -4.1% |
| 7D | +4.6% | -0.1% | +4.8% | +4.7% |
| 30D | -4.8% | -3.1% | -1.7% | -0.5% |
| 3M | -19.1% | -3.5% | -15.6% | -14.6% |
| 6M | -31.4% | +0.5% | -31.8% | -30.6% |
| YTD | -9.5% | +10.8% | -20.2% | -19.2% |
| 1Y | -5.8% | +11.9% | -17.7% | -16.6% |
| 3Y | +39.1% | +73.0% | -33.9% | -28.0% |
| 5Y | +41.2% | +58.6% | -17.4% | -15.6% |
| 10Y | +592.4% | +219.2% | +373.2% | +134.2% |
| All | +2,019.6% | +273.8% | +1,745.8% | +743.2% |
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