+177.4%
NXT vs VCLT
+7.0%
+170.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.1% | +1.1% | +1.1% |
| 7D | -1.1% | -0.5% | -0.6% | -0.6% |
| 30D | -15.3% | -0.9% | -14.5% | -14.6% |
| 3M | -43.8% | -3.2% | -40.5% | -41.8% |
| 6M | -18.7% | -3.8% | -14.8% | -15.3% |
| YTD | -3.0% | -2.0% | -1.0% | -0.7% |
| 1Y | +22.7% | -0.8% | +23.5% | +24.2% |
| 3Y | +95.9% | +12.3% | +83.6% | +77.7% |
| All | +177.4% | +7.0% | +170.4% | +147.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling