+180.5%
NXT vs VO
+54.9%
+125.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +2.0% |
| 7D | +2.9% | +0.6% | +2.2% | +1.9% |
| 30D | -17.2% | -1.1% | -16.2% | -15.8% |
| 3M | -32.0% | +4.5% | -36.5% | -35.8% |
| 6M | -15.8% | +11.1% | -26.8% | -26.3% |
| YTD | -1.9% | +13.5% | -15.4% | -16.6% |
| 1Y | +22.5% | +14.5% | +8.0% | +3.6% |
| 3Y | +100.5% | +58.1% | +42.4% | +1.5% |
| All | +180.5% | +54.9% | +125.7% | +44.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 5y: compounded portfolio wealth divided by compounded VO 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…
5y analysis · Full analysis span regression · 6 months rolling