+535.9%
NXTG vs VOO
+652.7%
-116.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.4% |
| 7D | +1.8% | +0.5% | +1.3% | +1.3% |
| 30D | +1.3% | -0.9% | +2.3% | +2.2% |
| 3M | 0.0% | +3.9% | -3.9% | -3.2% |
| 6M | +36.3% | +14.5% | +21.7% | +21.3% |
| YTD | +44.2% | +13.0% | +31.3% | +30.0% |
| 1Y | +56.0% | +19.4% | +36.5% | +33.9% |
| 3Y | +133.7% | +78.9% | +54.8% | +39.4% |
| 5Y | +114.3% | +82.3% | +32.1% | +25.1% |
| 10Y | +338.9% | +314.2% | +24.7% | +20.3% |
| All | +535.9% | +652.7% | -116.7% | -6.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling