-59.8%
NXL vs VT
+77.9%
-137.7%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | 0.0% | -5.6% | -5.6% |
| 7D | -32.5% | +0.4% | -33.0% | -33.1% |
| 30D | -50.4% | +1.0% | -51.4% | -51.2% |
| 3M | -68.8% | +2.4% | -71.1% | -70.1% |
| 6M | -61.8% | +12.0% | -73.8% | -68.0% |
| YTD | -69.8% | +15.3% | -85.1% | -76.0% |
| 1Y | -80.2% | +22.6% | -102.7% | -85.4% |
| All | -59.8% | +77.9% | -137.7% | -64.3% |
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 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