+50.0%
VG vs NXT
-5.9%
+55.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.3% | -5.3% | +0.8% |
| 7D | -22.0% | +32.2% | -54.3% | -18.8% |
| 30D | -11.6% | +21.9% | -33.6% | -8.6% |
| 3M | -14.9% | +6.6% | -21.5% | -13.1% |
| 6M | -3.5% | -16.8% | +13.3% | -2.4% |
| YTD | +70.0% | +20.4% | +49.5% | +57.8% |
| 1Y | +50.0% | -1.5% | +51.5% | +44.8% |
| All | +50.0% | -5.9% | +55.8% | +44.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling