+172.1%
VGT vs NXT
+173.5%
-1.4%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.9% | -0.7% | +0.9% |
| 7D | -0.2% | -1.9% | +1.7% | +0.1% |
| 30D | -0.4% | -20.0% | +19.6% | +2.6% |
| 3M | +4.4% | -30.7% | +35.2% | +9.3% |
| 6M | +32.1% | -29.0% | +61.0% | +36.9% |
| YTD | +28.8% | -4.8% | +33.6% | +28.6% |
| 1Y | +35.3% | +22.8% | +12.5% | +31.1% |
| 3Y | +124.8% | +93.9% | +30.8% | +101.8% |
| All | +172.1% | +173.5% | -1.4% | +133.7% |
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 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