+80.2%
VEA vs NXT
+181.9%
-101.7%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.5% |
| 7D | +1.9% | +2.9% | -1.0% | +1.6% |
| 30D | +0.8% | -17.2% | +18.0% | +2.4% |
| 3M | +5.7% | -32.0% | +37.7% | +9.0% |
| 6M | +13.3% | -15.8% | +29.1% | +14.3% |
| YTD | +18.4% | -1.9% | +20.3% | +17.7% |
| 1Y | +27.0% | +22.5% | +4.5% | +23.5% |
| 3Y | +79.3% | +100.5% | -21.3% | +62.5% |
| All | +80.2% | +181.9% | -101.7% | +57.7% |
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