+227.7%
NXT vs ROIV
+430.8%
-203.1%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +1.3% | -6.1% | -5.1% |
| 7D | +4.0% | +14.3% | -10.3% | +1.6% |
| 30D | +15.9% | +16.2% | -0.3% | +12.7% |
| 3M | -3.0% | +15.1% | -18.1% | -5.8% |
| 6M | -20.7% | +44.2% | -64.9% | -25.8% |
| YTD | +14.6% | +89.8% | -75.2% | +2.5% |
| 1Y | -7.1% | +94.6% | -101.7% | -17.2% |
| 3Y | +189.4% | +367.5% | -178.1% | +132.8% |
| All | +227.7% | +430.8% | -203.1% | +158.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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