-7.1%
NXT vs VLTO
+20.4%
-27.5%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.1% | -5.0% | -4.8% |
| 7D | +4.0% | +1.6% | +2.3% | +4.3% |
| 30D | +15.9% | +22.0% | -6.0% | +23.8% |
| 3M | -3.0% | +21.9% | -24.9% | +3.5% |
| 6M | -20.7% | +36.5% | -57.2% | -10.1% |
| YTD | +14.6% | +19.0% | -4.4% | +28.9% |
| 1Y | -7.1% | +21.0% | -28.1% | +3.2% |
| All | -7.1% | +20.4% | -27.5% | +3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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