+230.2%
NXT vs VOO
+92.7%
+137.6%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | -1.1% |
| 7D | -5.7% | -0.9% | -4.8% | -4.4% |
| 30D | +18.5% | -2.3% | +20.9% | +23.1% |
| 3M | -4.1% | -1.2% | -2.9% | -1.7% |
| 6M | -20.3% | +3.3% | -23.7% | -22.1% |
| YTD | +15.5% | +12.3% | +3.2% | +2.4% |
| 1Y | -5.0% | +12.5% | -17.5% | -15.6% |
| 3Y | +191.6% | +79.2% | +112.5% | +33.5% |
| All | +230.2% | +92.7% | +137.6% | +38.2% |
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