+1,585.9%
VRT vs NXT
+171.8%
+1,414.1%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -3.6% | -6.0% | -8.4% |
| 7D | +2.4% | -0.2% | +2.6% | +2.6% |
| 30D | -2.7% | -20.0% | +17.3% | +4.8% |
| 3M | -9.2% | -30.9% | +21.8% | +2.5% |
| 6M | -0.5% | -23.8% | +23.3% | +8.1% |
| YTD | +62.3% | -5.4% | +67.8% | +65.8% |
| 1Y | +109.6% | +28.0% | +81.5% | +99.8% |
| 3Y | +573.1% | +93.3% | +479.8% | +463.9% |
| All | +1,585.9% | +171.8% | +1,414.1% | +1,135.0% |
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 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