+172.1%
NXT vs VYM
+62.9%
+109.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.7% | +1.2% | +0.9% |
| 7D | -1.9% | -0.8% | -1.1% | -0.7% |
| 30D | -20.0% | -2.2% | -17.8% | -17.1% |
| 3M | -30.7% | +3.1% | -33.8% | -33.8% |
| 6M | -29.0% | +9.7% | -38.7% | -37.3% |
| YTD | -4.8% | +14.9% | -19.7% | -20.8% |
| 1Y | +22.8% | +17.6% | +5.2% | -0.4% |
| 3Y | +93.9% | +65.3% | +28.6% | -8.3% |
| All | +172.1% | +62.9% | +109.2% | +30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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