+28.6%
NXRT vs VT
+223.7%
-195.1%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.6% | -5.7% | -5.7% |
| 7D | -12.7% | +0.4% | -13.1% | -13.1% |
| 30D | -18.6% | -2.6% | -16.0% | -16.6% |
| 3M | -36.8% | -3.2% | -33.6% | -34.9% |
| 6M | -45.2% | +0.9% | -46.1% | -46.2% |
| YTD | -44.3% | +11.3% | -55.6% | -50.7% |
| 1Y | -45.7% | +14.0% | -59.7% | -53.2% |
| 3Y | -35.4% | +75.8% | -111.2% | -64.6% |
| 5Y | -73.0% | +57.8% | -130.9% | -83.5% |
| 10Y | +28.6% | +219.8% | -191.2% | -56.4% |
| All | +28.6% | +223.7% | -195.1% | -56.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling