-55.1%
NXRT vs VOO
+80.3%
-135.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.6% |
| 7D | -4.6% | -2.0% | -2.7% | -3.0% |
| 30D | -8.4% | -1.7% | -6.8% | -7.2% |
| 3M | -19.4% | +4.7% | -24.1% | -22.8% |
| 6M | -12.4% | +12.6% | -24.9% | -21.3% |
| YTD | -21.9% | +11.8% | -33.7% | -29.5% |
| 1Y | -27.5% | +17.5% | -45.0% | -37.5% |
| 3Y | -25.7% | +77.0% | -102.6% | -56.0% |
| 5Y | -55.1% | +82.6% | -137.7% | -74.3% |
| All | -55.1% | +80.3% | -135.5% | -74.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling