+123.4%
VRT vs NXT
+26.2%
+97.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.2% | +3.2% | +3.7% |
| 7D | +9.1% | -1.1% | +10.2% | +9.7% |
| 30D | +0.9% | -15.3% | +16.3% | +9.7% |
| 3M | -13.4% | -43.8% | +30.4% | +15.3% |
| 6M | +11.7% | -18.7% | +30.3% | +20.0% |
| YTD | +73.2% | -3.0% | +76.2% | +66.3% |
| 1Y | +123.4% | +22.7% | +100.7% | +100.2% |
| All | +123.4% | +26.2% | +97.2% | +100.2% |
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