+611.0%
VRT vs NXT
+95.6%
+515.4%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.2% | +3.2% | +3.9% |
| 7D | +9.1% | -1.1% | +10.2% | +9.5% |
| 30D | +0.9% | -15.3% | +16.3% | +6.8% |
| 3M | -13.4% | -43.8% | +30.4% | +5.0% |
| 6M | +11.7% | -18.7% | +30.3% | +19.2% |
| YTD | +73.2% | -3.0% | +76.2% | +75.1% |
| 1Y | +123.4% | +22.7% | +100.7% | +113.1% |
| All | +611.0% | +95.6% | +515.4% | +481.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling