+56.1%
NXTG vs VT
+22.0%
+34.1%
-15.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | +1.8% | +0.4% | +1.4% | +1.2% |
| 30D | +3.2% | +1.0% | +2.2% | +1.8% |
| 3M | -4.9% | +2.4% | -7.3% | -7.8% |
| 6M | +32.5% | +12.0% | +20.5% | +15.3% |
| YTD | +44.4% | +15.3% | +29.0% | +21.1% |
| All | +56.1% | +22.0% | +34.1% | +23.2% |
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