+172.1%
NXT vs ITOT
+89.1%
+83.0%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.1% | +0.7% |
| 7D | -1.9% | -0.9% | -1.0% | -0.6% |
| 30D | -20.0% | -1.5% | -18.6% | -18.2% |
| 3M | -30.7% | +3.6% | -34.3% | -33.4% |
| 6M | -29.0% | +13.7% | -42.7% | -38.7% |
| YTD | -4.8% | +12.9% | -17.8% | -16.8% |
| 1Y | +22.8% | +17.2% | +5.6% | +3.7% |
| 3Y | +93.9% | +75.6% | +18.3% | -10.6% |
| All | +172.1% | +89.1% | +83.0% | +13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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