+226.9%
NXT vs VT
+73.0%
+154.0%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -4.1% | -2.6% | +0.1% |
| 7D | +24.7% | -4.2% | +28.9% | +34.3% |
| 30D | +13.0% | -5.8% | +18.8% | +25.6% |
| 3M | -0.2% | -5.2% | +5.0% | +10.3% |
| 6M | -19.3% | +0.1% | -19.4% | -16.5% |
| YTD | +14.3% | +8.2% | +6.1% | +6.4% |
| 1Y | -11.0% | +10.1% | -21.1% | -18.7% |
| 3Y | +167.8% | +69.7% | +98.1% | +23.9% |
| All | +226.9% | +73.0% | +154.0% | +47.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling