+93.9%
NXT vs VTRS
+84.5%
+9.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.1% | +1.7% |
| 7D | -1.9% | -2.2% | +0.3% | -1.3% |
| 30D | -20.0% | +3.3% | -23.4% | -20.8% |
| 3M | -30.7% | +2.0% | -32.7% | -31.4% |
| 6M | -29.0% | +19.9% | -48.9% | -33.5% |
| YTD | -4.8% | +35.7% | -40.6% | -14.2% |
| 1Y | +22.8% | +68.1% | -45.3% | +3.2% |
| 3Y | +93.9% | +87.1% | +6.9% | +43.3% |
| All | +93.9% | +84.5% | +9.4% | +43.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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