+182.4%
NXT vs VLTO
+69.5%
+112.9%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.5% | +4.9% | +5.2% |
| 7D | +32.2% | +5.4% | +26.8% | +30.8% |
| 30D | +21.9% | +22.3% | -0.4% | +16.6% |
| 3M | +6.6% | +19.6% | -13.0% | +2.4% |
| 6M | -16.8% | +35.2% | -51.9% | -23.2% |
| YTD | +20.4% | +17.9% | +2.6% | +17.4% |
| 1Y | -1.5% | +19.5% | -21.1% | -4.8% |
| 3Y | +182.4% | +73.9% | +108.5% | +129.9% |
| All | +182.4% | +69.5% | +112.9% | +129.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling