-84.9%
NXL vs VT
+69.7%
-154.7%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.2% | +4.8% | +4.7% |
| 7D | -8.1% | -2.3% | -5.8% | -4.6% |
| 30D | -66.0% | -5.0% | -61.0% | -63.4% |
| 3M | -85.5% | -4.9% | -80.7% | -84.7% |
| 6M | -85.9% | -1.5% | -84.4% | -85.9% |
| YTD | -91.2% | +8.5% | -99.7% | -92.7% |
| 1Y | -96.1% | +11.4% | -107.5% | -96.9% |
| 3Y | -84.9% | +70.1% | -155.0% | -82.9% |
| All | -84.9% | +69.7% | -154.7% | -82.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling