+227.7%
NXT vs VSH
+35.6%
+192.1%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +1.4% | -6.3% | -5.4% |
| 7D | +4.0% | -1.6% | +5.5% | +3.7% |
| 30D | +15.9% | -21.3% | +37.2% | +25.4% |
| 3M | -3.0% | -18.9% | +15.9% | +3.0% |
| 6M | -20.7% | -21.4% | +0.7% | -17.7% |
| YTD | +14.6% | +86.8% | -72.3% | -17.6% |
| 1Y | -7.1% | +85.8% | -92.8% | -33.1% |
| 3Y | +189.4% | +30.1% | +159.3% | +142.4% |
| All | +227.7% | +35.6% | +192.1% | +183.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling