+92.7%
NXT vs VEU
+74.2%
+18.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.8% | -2.8% | -2.4% |
| 7D | -0.2% | +0.3% | -0.5% | -0.7% |
| 30D | -20.0% | +0.7% | -20.6% | -20.7% |
| 3M | -30.9% | +4.7% | -35.6% | -34.5% |
| 6M | -23.8% | +11.6% | -35.5% | -33.6% |
| YTD | -5.4% | +16.8% | -22.2% | -22.7% |
| 1Y | +28.0% | +24.9% | +3.2% | -4.2% |
| All | +92.7% | +74.2% | +18.5% | -20.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling