+17.7%
VCIT vs NXT
+228.5%
-210.8%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -6.7% | +6.9% | +0.3% |
| 7D | +0.5% | +24.7% | -24.3% | +0.1% |
| 30D | +2.1% | +13.0% | -11.0% | +1.9% |
| 3M | -1.6% | -0.2% | -1.3% | -1.6% |
| 6M | -1.6% | -19.3% | +17.7% | -1.4% |
| YTD | -1.5% | +14.3% | -15.8% | -1.9% |
| 1Y | -0.4% | -11.0% | +10.6% | -0.5% |
| 3Y | +19.6% | +167.8% | -148.2% | +16.8% |
| All | +17.7% | +228.5% | -210.8% | +15.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling