+0.6%
NXUS vs VT
+11.9%
-11.3%
-3.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.1% | +4.2% | +0.6% |
| 7D | +0.4% | -4.2% | +4.6% | +0.9% |
| 30D | +1.2% | -5.8% | +7.0% | +2.0% |
| 3M | -0.8% | -5.2% | +4.5% | -0.2% |
| 6M | +0.1% | +0.1% | 0.0% | 0.0% |
| YTD | 0.0% | +8.2% | -8.2% | -0.9% |
| 1Y | -0.4% | +10.1% | -10.5% | -1.3% |
| All | +0.6% | +11.9% | -11.3% | -0.3% |
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