+16.9%
VCIT vs NXT
+213.5%
-196.6%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.5% | -1.7% | -0.2% |
| 7D | -1.4% | -9.4% | +8.0% | -1.3% |
| 30D | +0.6% | +15.1% | -14.5% | +0.3% |
| 3M | -2.2% | -9.1% | +6.9% | -2.2% |
| 6M | -2.3% | -30.3% | +28.0% | -2.0% |
| YTD | -2.2% | +9.1% | -11.3% | -2.5% |
| 1Y | -1.4% | +7.9% | -9.2% | -1.7% |
| 3Y | +18.7% | +176.5% | -157.7% | +16.0% |
| All | +16.9% | +213.5% | -196.6% | +14.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling