+180.5%
NXT vs VOO
+93.8%
+86.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.9% |
| 7D | +2.9% | +0.5% | +2.3% | +2.0% |
| 30D | -17.2% | -0.9% | -16.3% | -16.0% |
| 3M | -32.0% | +3.9% | -35.9% | -34.8% |
| 6M | -15.8% | +14.5% | -30.3% | -27.9% |
| YTD | -1.9% | +13.0% | -14.9% | -14.3% |
| 1Y | +22.5% | +19.4% | +3.1% | +1.3% |
| 3Y | +100.5% | +78.9% | +21.7% | -8.7% |
| All | +180.5% | +93.8% | +86.8% | +15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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