+112.3%
NXTG vs VOO
+80.3%
+32.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.6% |
| 7D | -0.4% | -2.0% | +1.6% | +1.5% |
| 30D | +0.3% | -1.7% | +2.0% | +1.9% |
| 3M | +3.1% | +4.7% | -1.6% | -1.1% |
| 6M | +32.3% | +12.6% | +19.8% | +19.5% |
| YTD | +42.3% | +11.8% | +30.5% | +29.3% |
| 1Y | +51.4% | +17.5% | +33.8% | +31.8% |
| 3Y | +130.5% | +77.0% | +53.5% | +39.6% |
| 5Y | +112.3% | +82.6% | +29.7% | +24.9% |
| All | +112.3% | +80.3% | +32.0% | +24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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