+468.6%
NXTG vs VT
+325.5%
+143.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.8% | +0.9% |
| 7D | -5.2% | -2.3% | -2.8% | -3.0% |
| 30D | -12.6% | -5.0% | -7.6% | -8.1% |
| 3M | -8.0% | -4.9% | -3.1% | -3.3% |
| 6M | -2.7% | -1.5% | -1.1% | -0.5% |
| YTD | +29.0% | +8.5% | +20.5% | +20.6% |
| 1Y | +30.5% | +11.4% | +19.2% | +19.2% |
| 3Y | +110.0% | +70.1% | +40.0% | +29.8% |
| 5Y | +89.5% | +53.7% | +35.8% | +28.4% |
| 10Y | +309.1% | +220.0% | +89.1% | +43.4% |
| All | +468.6% | +325.5% | +143.2% | +52.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling