+177.4%
NXT vs VOO
+94.8%
+82.6%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.7% |
| 7D | -1.1% | +0.1% | -1.2% | -1.3% |
| 30D | -15.3% | +0.1% | -15.4% | -15.3% |
| 3M | -43.8% | +2.0% | -45.8% | -44.6% |
| 6M | -18.7% | +13.0% | -31.7% | -29.3% |
| YTD | -3.0% | +13.6% | -16.6% | -15.9% |
| 1Y | +22.7% | +20.1% | +2.7% | +0.7% |
| 3Y | +95.9% | +77.6% | +18.4% | -9.9% |
| All | +177.4% | +94.8% | +82.6% | +13.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling