+176.5%
NXT vs VCLT
+14.4%
+162.1%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +2.1% |
| 7D | -9.4% | -2.3% | -7.2% | -6.6% |
| 30D | +15.1% | +0.8% | +14.4% | +14.1% |
| 3M | -9.1% | -2.7% | -6.4% | -5.7% |
| 6M | -30.3% | -4.3% | -26.0% | -25.9% |
| YTD | +9.1% | -4.3% | +13.4% | +16.0% |
| 1Y | +7.9% | -4.4% | +12.2% | +14.8% |
| 3Y | +176.5% | +13.8% | +162.7% | +127.5% |
| All | +176.5% | +14.4% | +162.1% | +127.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 3y: compounded portfolio wealth divided by compounded VCLT 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…
3y analysis · Full analysis span regression · 6 months rolling