-74.7%
NXRT vs VT
+58.5%
-133.2%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.1% |
| 7D | -9.5% | +2.9% | -12.4% | -11.9% |
| 30D | -20.3% | -2.5% | -17.8% | -18.6% |
| 3M | -36.4% | -3.3% | -33.0% | -34.5% |
| 6M | -45.6% | +1.5% | -47.1% | -46.8% |
| YTD | -45.7% | +11.4% | -57.0% | -51.5% |
| 1Y | -47.1% | +11.9% | -59.0% | -53.0% |
| 3Y | -38.5% | +73.9% | -112.3% | -64.9% |
| 5Y | -74.7% | +57.9% | -132.6% | -84.5% |
| All | -74.7% | +58.5% | -133.2% | -84.5% |
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