+92.4%
NXRT vs VT
+212.3%
-119.9%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.1% | +0.9% | +0.6% |
| 7D | -7.4% | -4.2% | -3.2% | -3.6% |
| 30D | -15.9% | -5.8% | -10.1% | -11.1% |
| 3M | -29.8% | -5.2% | -24.6% | -26.2% |
| 6M | -40.0% | +0.1% | -40.1% | -40.6% |
| YTD | -40.0% | +8.2% | -48.2% | -45.0% |
| 1Y | -41.3% | +10.1% | -51.4% | -47.1% |
| 3Y | -32.0% | +69.7% | -101.6% | -59.9% |
| 5Y | -70.8% | +53.4% | -124.2% | -81.1% |
| 10Y | +44.3% | +219.2% | -174.9% | -49.4% |
| All | +92.4% | +212.3% | -119.9% | -34.5% |
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 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