-97.8%
NXL vs VT
+92.6%
-190.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.2% | +4.8% | +4.7% |
| 7D | -8.1% | -2.3% | -5.8% | -5.2% |
| 30D | -66.0% | -5.0% | -61.0% | -63.8% |
| 3M | -85.5% | -4.9% | -80.7% | -84.8% |
| 6M | -85.9% | -1.5% | -84.4% | -85.9% |
| YTD | -91.2% | +8.5% | -99.7% | -92.4% |
| 1Y | -96.1% | +11.4% | -107.5% | -96.7% |
| 3Y | -84.9% | +70.1% | -155.0% | -90.6% |
| All | -97.8% | +92.6% | -190.5% | -98.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling