-92.3%
NXTC vs VT
+65.7%
-158.0%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.9% | -5.1% | -5.1% |
| 7D | -10.5% | -1.1% | -9.4% | -9.5% |
| 30D | -14.3% | -1.0% | -13.3% | -13.3% |
| 3M | +213.9% | +3.2% | +210.7% | +208.1% |
| 6M | -48.5% | +12.5% | -61.0% | -52.7% |
| YTD | -50.7% | +14.1% | -64.7% | -55.3% |
| 1Y | +28.7% | +18.9% | +9.8% | +13.1% |
| 3Y | -58.3% | +74.1% | -132.4% | -73.4% |
| All | -92.3% | +65.7% | -158.0% | -94.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling