+70.6%
NXRT vs VOO
+325.3%
-254.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | 0.0% |
| 7D | -4.2% | -0.8% | -3.4% | -3.4% |
| 30D | -7.8% | -1.1% | -6.7% | -6.8% |
| 3M | -17.9% | +3.9% | -21.8% | -21.2% |
| 6M | -10.0% | +13.6% | -23.6% | -21.1% |
| YTD | -21.3% | +12.7% | -34.0% | -30.5% |
| 1Y | -28.6% | +17.6% | -46.2% | -39.7% |
| 3Y | -24.5% | +77.3% | -101.8% | -57.9% |
| 5Y | -54.8% | +84.1% | -138.9% | -75.9% |
| All | +70.6% | +325.3% | -254.7% | -58.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling