+7.9%
NXT vs VEU
+12.4%
-4.6%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.6% |
| 7D | -9.4% | +2.1% | -11.5% | -13.0% |
| 30D | +15.1% | -0.9% | +16.0% | +17.8% |
| 3M | -9.1% | -5.4% | -3.7% | +1.7% |
| 6M | -30.3% | -1.8% | -28.5% | -25.5% |
| YTD | +9.1% | +10.9% | -1.8% | -9.0% |
| 1Y | +7.9% | +13.6% | -5.7% | -15.2% |
| All | +7.9% | +12.4% | -4.6% | -15.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling