+93.9%
NXT vs VNQ
+30.7%
+63.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.7% | +1.2% | +1.4% |
| 7D | -1.9% | -1.3% | -0.6% | -1.1% |
| 30D | -20.0% | -2.6% | -17.5% | -18.7% |
| 3M | -30.7% | -2.0% | -28.7% | -30.4% |
| 6M | -29.0% | +4.3% | -33.3% | -32.1% |
| YTD | -4.8% | +9.2% | -14.1% | -12.5% |
| 1Y | +22.8% | +5.6% | +17.2% | +16.0% |
| 3Y | +93.9% | +30.8% | +63.1% | +37.3% |
| All | +93.9% | +30.7% | +63.3% | +37.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling