+168.0%
NXT vs VT
+69.4%
+98.7%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -4.1% | -2.6% | +0.2% |
| 7D | +24.7% | -4.2% | +28.9% | +34.4% |
| 30D | +13.0% | -5.8% | +18.8% | +25.7% |
| 3M | -0.2% | -5.2% | +5.0% | +10.4% |
| 6M | -19.3% | +0.1% | -19.4% | -16.4% |
| YTD | +14.3% | +8.2% | +6.1% | +6.8% |
| 1Y | -11.0% | +10.1% | -21.1% | -18.4% |
| All | +168.0% | +69.4% | +98.7% | -11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling