+22.8%
NXT vs VNQ
+7.2%
+15.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.7% | +1.2% | +1.9% |
| 7D | -1.9% | -1.3% | -0.6% | -2.0% |
| 30D | -20.0% | -2.6% | -17.5% | -20.3% |
| 3M | -30.7% | -2.0% | -28.7% | -31.1% |
| 6M | -29.0% | +4.3% | -33.3% | -31.5% |
| YTD | -4.8% | +9.2% | -14.1% | -10.5% |
| 1Y | +22.8% | +5.6% | +17.2% | +8.4% |
| All | +22.8% | +7.2% | +15.6% | +8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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