+58.9%
NXTC vs VT
+22.0%
+36.9%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.2% | -0.2% |
| 7D | +28.4% | +0.4% | +28.0% | +27.3% |
| 30D | +49.0% | +1.0% | +48.0% | +47.1% |
| 3M | +145.1% | +2.4% | +142.8% | +137.4% |
| 6M | -37.9% | +12.0% | -49.9% | -46.0% |
| YTD | -44.9% | +15.3% | -60.2% | -54.6% |
| All | +58.9% | +22.0% | +36.9% | +31.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling