+92.7%
NXT vs VCLT
+12.6%
+80.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.2% | -3.4% | -3.4% |
| 7D | -0.2% | 0.0% | -0.2% | -0.2% |
| 30D | -20.0% | +0.1% | -20.1% | -20.0% |
| 3M | -30.9% | -2.9% | -28.1% | -28.3% |
| 6M | -23.8% | -4.0% | -19.9% | -19.8% |
| YTD | -5.4% | -2.2% | -3.2% | -2.4% |
| 1Y | +28.0% | -2.6% | +30.6% | +32.6% |
| All | +92.7% | +12.6% | +80.1% | +60.8% |
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