+230.2%
NXT vs VIG
+71.4%
+158.8%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | -0.4% |
| 7D | -5.7% | -0.3% | -5.4% | -5.2% |
| 30D | +18.5% | +4.9% | +13.6% | +10.3% |
| 3M | -4.1% | +2.9% | -7.0% | -8.0% |
| 6M | -20.3% | +11.2% | -31.6% | -31.1% |
| YTD | +15.5% | +16.0% | -0.5% | -5.1% |
| 1Y | -5.0% | +17.0% | -21.9% | -22.4% |
| 3Y | +191.6% | +66.9% | +124.8% | +34.1% |
| All | +230.2% | +71.4% | +158.8% | +46.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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