+170.4%
NXT vs VNQ
+20.0%
+150.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.0% | -2.6% | -3.0% |
| 7D | -0.2% | -0.9% | +0.7% | +0.3% |
| 30D | -20.0% | -2.2% | -17.7% | -18.9% |
| 3M | -30.9% | -1.9% | -29.0% | -30.6% |
| 6M | -23.8% | +3.2% | -27.1% | -26.5% |
| YTD | -5.4% | +9.4% | -14.8% | -12.7% |
| 1Y | +28.0% | +7.5% | +20.5% | +19.6% |
| 3Y | +93.3% | +31.1% | +62.3% | +46.3% |
| All | +170.4% | +20.0% | +150.4% | +122.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling