-34.9%
VST vs NXT
+10.5%
-45.3%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +11.1% | -24.9% | -16.0% |
| 7D | -15.7% | +30.0% | -45.7% | -21.1% |
| 30D | -17.0% | +28.6% | -45.6% | -21.9% |
| 3M | -15.9% | +8.4% | -24.3% | -18.1% |
| 6M | -25.0% | -8.7% | -16.2% | -25.3% |
| YTD | -25.1% | +22.5% | -47.6% | -34.7% |
| 1Y | -34.9% | +6.9% | -41.8% | -41.9% |
| All | -34.9% | +10.5% | -45.3% | -41.9% |
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