-92.5%
NXL vs VT
+104.8%
-197.3%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | 0.0% | -5.6% | -5.6% |
| 7D | -32.5% | +0.4% | -33.0% | -33.0% |
| 30D | -50.4% | +1.0% | -51.4% | -51.1% |
| 3M | -68.8% | +2.4% | -71.1% | -70.0% |
| 6M | -61.8% | +12.0% | -73.8% | -67.5% |
| YTD | -69.8% | +15.3% | -85.1% | -75.4% |
| 1Y | -80.2% | +22.6% | -102.7% | -84.9% |
| 3Y | -57.9% | +74.7% | -132.6% | -74.8% |
| All | -92.5% | +104.8% | -197.3% | -96.2% |
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