+7.9%
NXT vs VSH
+92.4%
-84.6%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.2% | +5.7% | +3.0% |
| 7D | -9.4% | +14.3% | -23.8% | -14.2% |
| 30D | +15.1% | -7.9% | +23.0% | +16.9% |
| 3M | -9.1% | -19.9% | +10.7% | -3.1% |
| 6M | -30.3% | -30.5% | +0.2% | -23.9% |
| YTD | +9.1% | +85.7% | -76.6% | -25.0% |
| 1Y | +7.9% | +98.9% | -91.1% | -28.1% |
| All | +7.9% | +92.4% | -84.6% | -28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling