+65.1%
V vs NXT
+181.9%
-116.8%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.8% | -1.7% |
| 7D | -1.1% | +2.9% | -3.9% | -1.1% |
| 30D | +1.9% | -17.2% | +19.1% | +2.1% |
| 3M | +15.5% | -32.0% | +47.5% | +16.1% |
| 6M | +16.6% | -15.8% | +32.4% | +16.2% |
| YTD | +5.7% | -1.9% | +7.6% | +4.8% |
| 1Y | +8.6% | +22.5% | -13.9% | +6.6% |
| 3Y | +52.5% | +100.5% | -48.0% | +44.3% |
| All | +65.1% | +181.9% | -116.8% | +49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 10y: compounded portfolio wealth divided by compounded NXT 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…
10y analysis · Full analysis span regression · 6 months rolling