+212.0%
NXT vs VEU
+65.1%
+146.9%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.6% |
| 7D | -9.4% | +2.1% | -11.5% | -12.3% |
| 30D | +15.1% | -0.9% | +16.0% | +17.4% |
| 3M | -9.1% | -5.4% | -3.7% | -0.2% |
| 6M | -30.3% | -1.8% | -28.5% | -26.4% |
| YTD | +9.1% | +10.9% | -1.8% | -2.2% |
| 1Y | +7.9% | +13.6% | -5.7% | -6.2% |
| 3Y | +176.5% | +69.3% | +107.2% | +36.0% |
| All | +212.0% | +65.1% | +146.9% | +56.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling