+167.1%
NXT vs VEU
+71.6%
+95.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | 0.0% | +0.7% |
| 7D | -2.6% | -1.9% | -0.7% | +0.3% |
| 30D | -22.4% | -0.7% | -21.7% | -21.5% |
| 3M | -27.3% | +4.9% | -32.2% | -31.1% |
| 6M | -28.5% | +9.8% | -38.3% | -36.0% |
| YTD | -6.6% | +15.3% | -21.9% | -21.7% |
| 1Y | +20.4% | +23.0% | -2.7% | -7.3% |
| 3Y | +90.9% | +73.5% | +17.4% | -10.4% |
| All | +167.1% | +71.6% | +95.5% | +25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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