+170.4%
NXT vs VEU
+73.8%
+96.6%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -34.4% |
| 6M | -23.8% | +11.6% | -35.5% | -33.4% |
| YTD | -5.4% | +16.8% | -22.2% | -22.3% |
| 1Y | +28.0% | +24.9% | +3.2% | -3.5% |
| 3Y | +93.3% | +75.7% | +17.6% | -11.0% |
| All | +170.4% | +73.8% | +96.6% | +24.5% |
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