+172.5%
VGT vs NXT
+178.8%
-6.2%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.9% | +0.2% |
| 7D | +1.0% | -1.1% | +2.1% | +1.1% |
| 30D | +1.3% | -15.3% | +16.6% | +3.5% |
| 3M | -1.1% | -43.8% | +42.6% | +6.0% |
| 6M | +32.6% | -18.7% | +51.3% | +35.2% |
| YTD | +29.0% | -3.0% | +32.0% | +28.5% |
| 1Y | +39.7% | +22.7% | +17.0% | +35.2% |
| 3Y | +120.9% | +95.9% | +25.0% | +98.0% |
| All | +172.5% | +178.8% | -6.2% | +133.5% |
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