+150.2%
VGT vs NXT
+213.5%
-63.4%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.5% | -3.2% | -1.9% |
| 7D | +2.5% | -9.4% | +11.9% | +3.8% |
| 30D | -9.5% | +15.1% | -24.6% | -11.5% |
| 3M | -9.5% | -9.1% | -0.4% | -8.8% |
| 6M | -1.8% | -30.3% | +28.5% | +1.8% |
| YTD | +18.4% | +9.1% | +9.3% | +15.6% |
| 1Y | +18.7% | +7.9% | +10.9% | +16.0% |
| 3Y | +103.8% | +176.5% | -72.7% | +75.1% |
| All | +150.2% | +213.5% | -63.4% | +110.0% |
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