+172.1%
NXT vs VSXY
+74.6%
+97.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.1% | -1.2% | +1.5% |
| 7D | -1.9% | +0.1% | -2.0% | -1.9% |
| 30D | -20.0% | -18.7% | -1.4% | -17.8% |
| 3M | -30.7% | -4.0% | -26.8% | -30.8% |
| 6M | -29.0% | +67.5% | -96.4% | -36.1% |
| YTD | -4.8% | +39.7% | -44.5% | -12.5% |
| 1Y | +22.8% | +180.0% | -157.2% | -0.4% |
| 3Y | +93.9% | +337.3% | -243.3% | +35.5% |
| All | +172.1% | +74.6% | +97.5% | +154.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 10y: compounded portfolio wealth divided by compounded VSXY 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…
10y analysis · Full analysis span regression · 6 months rolling