+218.7%
VLO vs NXT
+213.5%
+5.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.5% | -0.2% | +1.2% |
| 7D | +9.6% | -9.4% | +19.0% | +10.2% |
| 30D | -17.4% | +15.1% | -32.5% | -18.2% |
| 3M | +10.8% | -9.1% | +19.9% | +11.2% |
| 6M | +56.9% | -30.3% | +87.3% | +59.6% |
| YTD | +136.8% | +9.1% | +127.7% | +127.9% |
| 1Y | +120.7% | +7.9% | +112.8% | +112.4% |
| 3Y | +231.9% | +176.5% | +55.4% | +172.9% |
| All | +218.7% | +213.5% | +5.2% | +153.3% |
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